JG
EVR icon

Jain Global’s Evercore EVR Stock Holding History

Jain Global’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 		$15.4M Buy
+45,101
New +$15.4M 0.06% 286
2026
Q1 		– Sell
-66,650
Closed -$22.7M – 1337
2025
Q4 		$22.7M Buy
+66,650
New +$21.4M 0.11% 195

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

Jain Global's EVR Position: Q2 2026 in Review

Jain Global opened a new position in Evercore (EVR) in Q2 2026: 45,101 shares worth $15.4M. The stake represents 0.06% of the portfolio and ranks #286 among its holdings. This is a return to the name: Jain Global previously reported a position in EVR as recently as Q4 2025.

Jain Global first reported a position in EVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.7M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Jain Global held 45,101 shares of Evercore worth $15.4M as of Q2 2026.
  • Evercore was a new Jain Global position in Q2 2026.
  • Evercore made up 0.06% of Jain Global's portfolio in Q2 2026, its #286 holding.
  • Jain Global first reported a position in Evercore in Q4 2025 and has held it in 2 quarters since.
  • Jain Global's Evercore position peaked at $22.7M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.