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EVR icon

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
Q2 		– Sell
-685
Closed -$204K – 728
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

InceptionR's EVR Position: Q2 2026 in Review

InceptionR sold out of Evercore (EVR) in Q2 2026, closing a stake of 685 shares — an estimated $204K sold.

InceptionR first reported a position in EVR in Q1 2023 and held it in 11 quarters. The position peaked at $1.66M in Q1 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • InceptionR reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 685 Evercore shares in Q2 2026, an estimated $204K.
  • InceptionR first reported a position in Evercore in Q1 2023 and held it in 11 quarters.
  • InceptionR's Evercore position peaked at $1.66M in Q1 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.