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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
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

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

Inspire Investing's EVR Position: Q2 2026 in Review

Inspire Investing increased its Evercore (EVR) stake by 122% in Q2 2026, buying an estimated $2.6M and bringing the position to 13,789 shares worth $4.71M. The position accounts for 0.19% of the portfolio, ranked #105.

Inspire Investing first reported a position in EVR in Q1 2021 and has held it in 22 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Inspire Investing held 13,789 shares of Evercore worth $4.71M as of Q2 2026.
  • Inspire Investing bought 7,587 Evercore shares in Q2 2026, an estimated $2.6M.
  • Evercore made up 0.19% of Inspire Investing's portfolio in Q2 2026, its #105 holding.
  • Inspire Investing first reported a position in Evercore in Q1 2021 and has held it in 22 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.