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 		– Sell
-8,400
Closed -$2.51M – 324
2026
Q1 		$2.51M Buy
+8,400
New +$2.75M 0.07% 190
2024
Q2 		– Sell
-70
Closed -$1.35M – 389
2024
Q1 		$1.35M Buy
+70
New +$12.7K 0.04% 260
2023
Q4 		– Sell
-120
Closed -$1.65M – 316
2023
Q3 		$1.65M Buy
+120
New +$16.3K 0.05% 250
2021
Q3 		– Sell
-35,000
Closed -$4.93M – 319
2021
Q2 		$4.93M Buy
+35,000
New +$4.89M 0.2% 132

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.