J2 Capital Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-1,819
Closed -$621K – 124
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

J2 Capital Management's EVR Position: Q3 2026 in Review

J2 Capital Management sold out of Evercore (EVR) in Q3 2026, closing a stake of 1,819 shares — an estimated $621K sold.

J2 Capital Management first reported a position in EVR in Q4 2025 and held it in 3 quarters. The position peaked at $637K in Q4 2025. 118 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • J2 Capital Management reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • J2 Capital Management sold 1,819 Evercore shares in Q3 2026, an estimated $621K.
  • J2 Capital Management first reported a position in Evercore in Q4 2025 and held it in 3 quarters.
  • J2 Capital Management's Evercore position peaked at $637K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.