Inspire Investing
EVR icon

Inspire Investing’s Evercore EVR Stock Holding History

Inspire Investing’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
Q3 		$601K Sell
2,334
-11,455
-83% -$3.48M 0.03% 939
2026
Q2 		$4.71M Buy
13,789
+7,587
+122% +$2.6M 0.19% 105
2026
Q1 		$1.85M Sell
6,202
-2,107
-25% -$690K 0.11% 217
2025
Q4 		$2.83M Buy
8,309
+1,016
+14% +$327K 0.25% 89
2025
Q3 		$2.46M Buy
7,293
+2,891
+66% +$906K 0.24% 100
2025
Q2 		$1.19M Sell
4,402
-778
-15% -$171K 0.13% 179
2025
Q1 		$1.03M Buy
5,180
+923
+22% +$230K 0.12% 184
2024
Q4 		$1.18M Sell
4,257
-351
-8% -$99.4K 0.13% 174
2024
Q3 		$1.17M Buy
4,608
+1,642
+55% +$391K 0.12% 187
2024
Q2 		$618K Sell
2,966
-1,198
-29% -$233K 0.07% 284
2024
Q1 		$802K Buy
4,164
+1,923
+86% +$348K 0.08% 268
2023
Q4 		$383K Buy
2,241
+16
+0.7% +$2.32K 0.04% 611
2023
Q3 		$307K Sell
2,225
-300
-12% -$40.7K 0.04% 570
2023
Q2 		$312K Buy
2,525
+161
+7% +$18.5K 0.04% 749
2023
Q1 		$273K Buy
2,364
+214
+10% +$26.6K 0.03% 630
2022
Q4 		$235K Sell
2,150
-370
-15% -$38.6K 0.03% 698
2022
Q3 		$207K Buy
2,520
+256
+11% +$24.2K 0.03% 464
2022
Q2 		$212K Sell
2,264
-5,769
-72% -$615K 0.03% 510
2022
Q1 		$894K Buy
8,033
+844
+12% +$104K 0.1% 179
2021
Q4 		$977K Sell
7,189
-2,807
-28% -$409K 0.11% 166
2021
Q3 		$1.34M Sell
9,996
-2,232
-18% -$303K 0.17% 150
2021
Q2 		$1.72M Buy
12,228
+7,236
+145% +$1.01M 0.23% 95
2021
Q1 		$658K Buy
+4,992
New +$610K 0.1% 202

Other funds holding EVR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Inspire Investing's EVR Position: Q3 2026 in Review

Inspire Investing reduced its Evercore (EVR) stake by 83% in Q3 2026, selling an estimated $3.48M and leaving 2,334 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #939.

Inspire Investing first reported a position in EVR in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.71M in Q2 2026. 450 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Inspire Investing held 2,334 shares of Evercore worth $601K as of Q3 2026.
  • Inspire Investing sold 11,455 Evercore shares in Q3 2026, an estimated $3.48M.
  • Evercore made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #939 holding.
  • Inspire Investing first reported a position in Evercore in Q1 2021 and has held it in 23 quarters since.
  • Inspire Investing's Evercore position peaked at $4.71M in Q2 2026.
  • 450 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.