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Inscription Capital’s Evercore EVR Stock Holding History

Inscription Capital’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 		$286K Buy
838
+31
+4% +$10.6K 0.03% 560
2026
Q1 		$241K Sell
807
-114
-12% -$37.3K 0.03% 552
2025
Q4 		$313K Sell
921
-10
-1% -$3.21K 0.03% 478
2025
Q3 		$314K Buy
+931
New +$292K 0.03% 475

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 $3.38T AUM 44.17% 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

Inscription Capital's EVR Position: Q2 2026 in Review

Inscription Capital increased its Evercore (EVR) stake by 3.8% in Q2 2026, buying an estimated $10.6K and bringing the position to 838 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #560.

Inscription Capital first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $314K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Inscription Capital held 838 shares of Evercore worth $286K as of Q2 2026.
  • Inscription Capital bought 31 Evercore shares in Q2 2026, an estimated $10.6K.
  • Evercore made up 0.03% of Inscription Capital's portfolio in Q2 2026, its #560 holding.
  • Inscription Capital first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Inscription Capital's Evercore position peaked at $314K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.