ITG
EVR icon

Index Technologies Group’s Evercore EVR Stock Holding History

Index Technologies Group’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 		$282K Sell
827
-18
-2% -$6.16K 0.23% 123
2026
Q1 		$252K Buy
845
+158
+23% +$51.7K 0.27% 119
2025
Q4 		$234K Buy
+687
New +$221K 0.24% 126

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

Index Technologies Group's EVR Position: Q2 2026 in Review

Index Technologies Group reduced its Evercore (EVR) stake by 2.1% in Q2 2026, selling an estimated $6.16K and leaving 827 shares worth $282K. The position accounts for 0.23% of the portfolio, ranked #123.

Index Technologies Group first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Index Technologies Group held 827 shares of Evercore worth $282K as of Q2 2026.
  • Index Technologies Group sold 18 Evercore shares in Q2 2026, an estimated $6.16K.
  • Evercore made up 0.23% of Index Technologies Group's portfolio in Q2 2026, its #123 holding.
  • Index Technologies Group first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Index Technologies Group's 13F filing for Q2 2026, filed 14 Aug 2026.