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Investment Research Partners’s Evercore EVR Stock Holding History

Investment Research 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 		$217K Buy
+636
New +$218K 0.07% 259

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Boston Partners
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TD Asset Management
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Dimensional Fund Advisors
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Fisher Asset Management
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Investment Research Partners's EVR Position: Q2 2026 in Review

Investment Research Partners opened a new position in Evercore (EVR) in Q2 2026: 636 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #259 among its holdings.

480 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Investment Research Partners held 636 shares of Evercore worth $217K as of Q2 2026.
  • Evercore was a new Investment Research Partners position in Q2 2026.
  • Evercore made up 0.07% of Investment Research Partners's portfolio in Q2 2026, its #259 holding.
  • 480 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.