IE
EVR icon

Israel Englander’s Evercore EVR Stock Holding History

Israel Englander’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 		$1.71M Buy
5,000
+600
+14% +$205K ﹤0.01% 3940
2026
Q1 		$1.31M Buy
+4,400
New +$1.44M ﹤0.01% 4178
2025
Q3 		– Sell
-74,000
Closed -$20M – 6137
2025
Q2 		$20M Sell
74,000
-21,000
-22% -$4.62M 0.01% 1567
2025
Q1 		$19M Buy
+95,000
New +$23.7M 0.01% 1567

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Israel Englander's EVR Position: Q2 2026 in Review

Israel Englander increased its Evercore (EVR) stake by 822% in Q2 2026, buying an estimated $194M and bringing the position to 637,464 shares worth $218M. The position accounts for 0.08% of the portfolio, ranked #220.

Israel Englander first reported a position in EVR in Q2 2013 and has held it in 53 quarters since. The position peaked at $337M in Q2 2025. 709 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Israel Englander held 637,464 shares of Evercore worth $218M as of Q2 2026.
  • Israel Englander bought 568,306 Evercore shares in Q2 2026, an estimated $194M.
  • Evercore made up 0.08% of Israel Englander's portfolio in Q2 2026, its #220 holding.
  • Israel Englander first reported a position in Evercore in Q2 2013 and has held it in 53 quarters since.
  • Israel Englander's Evercore position peaked at $337M in Q2 2025.
  • 709 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.