James T. Borello
EVR icon

James T. Borello’s Evercore EVR Stock Holding History

James T. Borello’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
Q3 		$773 Sell
3
-2
-40% -$608 ﹤0.01% 1010
2026
Q2 		$1.71K Sell
5
-1
-17% -$342 ﹤0.01% 972
2026
Q1 		$1.79K Buy
6
+5
+500% +$1.64K ﹤0.01% 934
2025
Q4 		$340 Sell
1
-7
-88% -$2.25K ﹤0.01% 964
2025
Q3 		$2.7K Buy
+8
New +$2.51K ﹤0.01% 677

Other funds holding EVR

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

James T. Borello's EVR Position: Q3 2026 in Review

James T. Borello reduced its Evercore (EVR) stake by 40% in Q3 2026, selling an estimated $608 and leaving 3 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

James T. Borello first reported a position in EVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.7K in Q3 2025. 187 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • James T. Borello held 3 shares of Evercore worth $773 as of Q3 2026.
  • James T. Borello sold 2 Evercore shares in Q3 2026, an estimated $608.
  • Evercore made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1010 holding.
  • James T. Borello first reported a position in Evercore in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Evercore position peaked at $2.7K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.