IIM
EVR icon

INTECH Investment Management’s Evercore EVR Stock Holding History

INTECH Investment Management’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 		$2.78M Buy
9,306
+3,750
+67% +$1.23M 0.03% 562
2025
Q4 		$1.89M Buy
5,556
+758
+16% +$244K 0.02% 768
2025
Q3 		$1.62M Sell
4,798
-42,794
-90% -$13.4M 0.01% 895
2025
Q2 		$12.9M Buy
47,592
+938
+2% +$206K 0.12% 133
2025
Q1 		$9.32M Buy
46,654
+19,839
+74% +$4.94M 0.1% 177
2024
Q4 		$7.43M Buy
26,815
+25,152
+1,512% +$7.12M 0.07% 231
2024
Q3 		$421K Sell
1,663
-3,910
-70% -$931K ﹤0.01% 1323
2024
Q2 		$1.16M Buy
+5,573
New +$1.08M 0.01% 590
2024
Q1 		– Sell
-2,078
Closed -$355K – 683
2023
Q4 		$355K Sell
2,078
-592
-22% -$85.7K 0.01% 612
2023
Q3 		$368K Buy
+2,670
New +$362K 0.01% 625

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

INTECH Investment Management's EVR Position: Q1 2026 in Review

INTECH Investment Management increased its Evercore (EVR) stake by 67% in Q1 2026, buying an estimated $1.23M and bringing the position to 9,306 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #562.

INTECH Investment Management first reported a position in EVR in Q3 2023 and has held it in 10 quarters since. The position peaked at $12.9M in Q2 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • INTECH Investment Management held 9,306 shares of Evercore worth $2.78M as of Q1 2026.
  • INTECH Investment Management bought 3,750 Evercore shares in Q1 2026, an estimated $1.23M.
  • Evercore made up 0.03% of INTECH Investment Management's portfolio in Q1 2026, its #562 holding.
  • INTECH Investment Management first reported a position in Evercore in Q3 2023 and has held it in 10 quarters since.
  • INTECH Investment Management's Evercore position peaked at $12.9M in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.