IP
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Interval Partners’s Evercore EVR Stock Holding History

Interval Partners’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 		$25.3M Buy
74,149
+37,435
+102% +$12.8M 0.65% 47
2026
Q1 		$11M Sell
36,714
-34,671
-49% -$11.4M 0.29% 95
2025
Q4 		$24.3M Buy
+71,385
New +$22.9M 0.43% 68
2025
Q1 		– Sell
-7,963
Closed -$1.98M – 408
2024
Q4 		$2.21M Buy
+7,963
New +$2.26M 0.04% 264
2023
Q1 		– Sell
-23,413
Closed -$2.55M – 285
2022
Q4 		$2.55M Sell
23,413
-35,830
-60% -$3.74M 0.15% 136
2022
Q3 		$4.87M Buy
59,243
+39,248
+196% +$3.71M 0.22% 127
2022
Q2 		$1.87M Buy
19,995
+3,706
+23% +$395K 0.1% 192
2022
Q1 		$1.81M Buy
+16,289
New +$2M 0.09% 205
2020
Q4 		– Sell
-64,257
Closed -$4.21M – 258
2020
Q3 		$4.21M Buy
64,257
+49,257
+328% +$2.99M 0.24% 112
2020
Q2 		$884K Sell
15,000
-3,108
-17% -$169K 0.06% 186
2020
Q1 		$834K Sell
18,108
-85,332
-82% -$5.72M 0.06% 161
2019
Q4 		$7.73M Buy
103,440
+55,392
+115% +$4.22M 0.28% 103
2019
Q3 		$3.85M Buy
+48,048
New +$3.98M 0.15% 143
2019
Q2 		– Sell
-7,392
Closed -$673K – 216
2019
Q1 		$673K Sell
7,392
-88,826
-92% -$7.8M 0.03% 177
2018
Q4 		$6.88M Buy
+96,218
New +$7.9M 0.37% 75

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

Interval Partners's EVR Position: Q2 2026 in Review

Interval Partners increased its Evercore (EVR) stake by 102% in Q2 2026, buying an estimated $12.8M and bringing the position to 74,149 shares worth $25.3M. The position accounts for 0.65% of the portfolio, ranked #47.

Interval Partners first reported a position in EVR in Q4 2018 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Interval Partners held 74,149 shares of Evercore worth $25.3M as of Q2 2026.
  • Interval Partners bought 37,435 Evercore shares in Q2 2026, an estimated $12.8M.
  • Evercore made up 0.65% of Interval Partners's portfolio in Q2 2026, its #47 holding.
  • Interval Partners first reported a position in Evercore in Q4 2018 and has held it in 15 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.