IPS
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Investors Portfolio Services’s Evercore EVR Stock Holding History

Investors Portfolio Services’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 		$1.37K Hold
4
– – ﹤0.01% 312
2026
Q1 		$1.34K Sell
4
-1
-20% -$327 ﹤0.01% 303
2025
Q4 		$1.66K Buy
+5
New +$1.61K ﹤0.01% 232

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

Investors Portfolio Services's EVR Position: Q2 2026 in Review

Investors Portfolio Services held its Evercore (EVR) position steady in Q2 2026 at 4 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Investors Portfolio Services first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66K in Q4 2025. 710 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Investors Portfolio Services held 4 shares of Evercore worth $1.37K as of Q2 2026.
  • Investors Portfolio Services left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #312 holding.
  • Investors Portfolio Services first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Evercore position peaked at $1.66K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.