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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inspire Investing's EVR Position: Q1 2026 in Review

Inspire Investing reduced its Evercore (EVR) stake by 25% in Q1 2026, selling an estimated $690K and leaving 6,202 shares worth $1.85M. The position accounts for 0.11% of the portfolio, ranked #217.

Inspire Investing first reported a position in EVR in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.83M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Inspire Investing held 6,202 shares of Evercore worth $1.85M as of Q1 2026.
  • Inspire Investing sold 2,107 Evercore shares in Q1 2026, an estimated $690K.
  • Evercore made up 0.11% of Inspire Investing's portfolio in Q1 2026, its #217 holding.
  • Inspire Investing first reported a position in Evercore in Q1 2021 and has held it in 21 quarters since.
  • Inspire Investing's Evercore position peaked at $2.83M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.