InceptionR’s Evercore EVR Stock Holding History

InceptionR’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	685 -1,706	-71%	-$559K	0.05%	583
2025 Q4	$814K	Buy	+2,391	New	+$769K	0.23%	164
2025 Q3	–	Sell	-983	Closed	-$265K	–	759
2025 Q2	$265K	Sell	983 -2,417	-71%	-$532K	0.06%	479
2025 Q1	$679K	Buy	3,400 +20	+0.6%	+$4.98K	0.2%	189
2024 Q4	$937K	Buy	3,380 +2,038	+152%	+$577K	0.21%	173
2024 Q3	$340K	Buy	+1,342	New	+$319K	0.08%	424
2024 Q2	–	Sell	-8,596	Closed	-$1.66M	–	675
2024 Q1	$1.66M	Buy	8,596 +5,604	+187%	+$1.01M	0.43%	32
2023 Q4	$512K	Sell	2,992 -870	-23%	-$126K	0.37%	98
2023 Q3	$532K	Buy	3,862 +1,123	+41%	+$152K	0.3%	132
2023 Q2	$339K	Sell	2,739 -3,431	-56%	-$395K	0.18%	237
2023 Q1	$712K	Buy	+6,170	New	+$767K	0.23%	171

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

InceptionR's EVR Position: Q1 2026 in Review

InceptionR reduced its Evercore (EVR) stake by 71% in Q1 2026, selling an estimated $559K and leaving 685 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #583.

InceptionR first reported a position in EVR in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

InceptionR held 685 shares of Evercore worth $204K as of Q1 2026.
InceptionR sold 1,706 Evercore shares in Q1 2026, an estimated $559K.
Evercore made up 0.05% of InceptionR's portfolio in Q1 2026, its #583 holding.
InceptionR first reported a position in Evercore in Q1 2023 and has held it in 11 quarters since.
InceptionR's Evercore position peaked at $1.66M in Q1 2024.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.