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Ingalls & Snyder LLC’s Evercore EVR Stock Holding History

Ingalls & Snyder LLC’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 		– Sell
-746
Closed -$254K – 474
2025
Q4 		$254K Sell
746
-43
-5% -$13.8K 0.01% 402
2025
Q3 		$266K Hold
789
– – 0.01% 407
2025
Q2 		$213K Buy
+789
New +$174K 0.01% 419
2025
Q1 		– Sell
-797
Closed -$221K – 458
2024
Q4 		$221K Sell
797
-175
-18% -$49.6K 0.01% 391
2024
Q3 		$246K Buy
+972
New +$231K 0.01% 391
2024
Q1 		– Sell
-1,339
Closed -$229K – 450
2023
Q4 		$229K Buy
+1,339
New +$194K 0.01% 382
2022
Q2 		– Sell
-1,957
Closed -$218K – 455
2022
Q1 		$218K Buy
1,957
+12
+0.6% +$1.48K 0.01% 429
2021
Q4 		$264K Sell
1,945
-2
-0.1% -$292 0.01% 404
2021
Q3 		$260K Sell
1,947
-97
-5% -$13.2K 0.01% 395
2021
Q2 		$288K Sell
2,044
-119
-6% -$16.6K 0.01% 392
2021
Q1 		$285K Buy
2,163
+96
+5% +$11.7K 0.01% 369
2020
Q4 		$227K Buy
+2,067
New +$184K 0.01% 385

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ingalls & Snyder LLC's EVR Position: Q1 2026 in Review

Ingalls & Snyder LLC sold out of Evercore (EVR) in Q1 2026, closing a stake of 746 shares — an estimated $254K sold.

Ingalls & Snyder LLC first reported a position in EVR in Q4 2020 and held it in 12 quarters. The position peaked at $288K in Q2 2021. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Ingalls & Snyder LLC reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 746 Evercore shares in Q1 2026, an estimated $254K.
  • Ingalls & Snyder LLC first reported a position in Evercore in Q4 2020 and held it in 12 quarters.
  • Ingalls & Snyder LLC's Evercore position peaked at $288K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.