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Jefferies Financial Group’s Evercore EVR Stock Holding History

Jefferies Financial Group’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 		$2.36M Buy
6,913
+5,672
+457% +$1.94M 0.02% 632
2026
Q1 		$370K Sell
1,241
-7,036
-85% -$2.3M ﹤0.01% 1326
2025
Q4 		$2.82M Buy
8,277
+7,405
+849% +$2.38M 0.01% 672
2025
Q3 		$294K Buy
872
+76
+10% +$23.8K ﹤0.01% 1211
2025
Q2 		$215K Sell
796
-34,355
-98% -$7.56M ﹤0.01% 1108
2025
Q1 		$7.02M Buy
35,151
+34,128
+3,336% +$8.5M 0.06% 217
2024
Q4 		$284K Sell
1,023
-686
-40% -$194K ﹤0.01% 1281
2024
Q3 		$433K Buy
+1,709
New +$407K ﹤0.01% 1019
2024
Q1 		– Sell
-1,612
Closed -$276K – 1726
2023
Q4 		$276K Buy
+1,612
New +$233K ﹤0.01% 1387
2023
Q3 		– Sell
-1,641
Closed -$203K – 1716
2023
Q2 		$203K Buy
+1,641
New +$189K ﹤0.01% 1431

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's EVR Position: Q2 2026 in Review

Jefferies Financial Group increased its Evercore (EVR) stake by 457% in Q2 2026, buying an estimated $1.94M and bringing the position to 6,913 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #632.

Jefferies Financial Group first reported a position in EVR in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.02M in Q1 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Jefferies Financial Group held 6,913 shares of Evercore worth $2.36M as of Q2 2026.
  • Jefferies Financial Group bought 5,672 Evercore shares in Q2 2026, an estimated $1.94M.
  • Evercore made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #632 holding.
  • Jefferies Financial Group first reported a position in Evercore in Q2 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Evercore position peaked at $7.02M in Q1 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.