JCM
EVR icon

J2 Capital Management’s Evercore EVR Stock Holding History

J2 Capital Management’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 		$621K Sell
1,819
-52
-3% -$17.8K 0.42% 58
2026
Q1 		$559K Hold
1,871
– – 0.38% 67
2025
Q4 		$637K Buy
+1,871
New +$601K 0.46% 51

Other funds holding EVR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

J2 Capital Management's EVR Position: Q2 2026 in Review

J2 Capital Management reduced its Evercore (EVR) stake by 2.8% in Q2 2026, selling an estimated $17.8K and leaving 1,819 shares worth $621K. The position accounts for 0.42% of the portfolio, ranked #58.

J2 Capital Management first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $637K in Q4 2025. 88 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • J2 Capital Management held 1,819 shares of Evercore worth $621K as of Q2 2026.
  • J2 Capital Management sold 52 Evercore shares in Q2 2026, an estimated $17.8K.
  • Evercore made up 0.42% of J2 Capital Management's portfolio in Q2 2026, its #58 holding.
  • J2 Capital Management first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • J2 Capital Management's Evercore position peaked at $637K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.