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
2025
Q4 		– Sell
-26,500
Closed -$8.94M – 372
2025
Q3 		$8.94M Buy
26,500
+18,400
+227% +$5.77M 0.15% 150
2025
Q2 		$2.19M Buy
8,100
+700
+9% +$154K 0.04% 279
2025
Q1 		$1.48M Buy
+7,400
New +$1.84M 0.03% 293
2024
Q3 		– Sell
-160
Closed -$3.33M – 377
2024
Q2 		$3.33M Buy
+160
New +$31.1K 0.07% 249
2023
Q4 		– Sell
-150
Closed -$2.07M – 315
2023
Q3 		$2.07M Sell
150
-9,850
-99% -$1.34M 0.06% 232
2023
Q2 		$1.24M Buy
+10,000
New +$1.15M 0.04% 224
2021
Q4 		– Sell
-10,000
Closed -$1.34M – 277
2021
Q3 		$1.34M Buy
+10,000
New +$1.36M 0.05% 251
2021
Q2 		– Sell
-10,000
Closed -$1.32M – 291
2021
Q1 		$1.32M Buy
+10,000
New +$1.22M 0.05% 213

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.