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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's EVR Position: Q1 2026 in Review

Jefferies Financial Group reduced its Evercore (EVR) stake by 85% in Q1 2026, selling an estimated $2.3M and leaving 1,241 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Jefferies Financial Group first reported a position in EVR in Q2 2023 and has held it in 9 quarters since. The position peaked at $7.02M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Jefferies Financial Group held 1,241 shares of Evercore worth $370K as of Q1 2026.
  • Jefferies Financial Group sold 7,036 Evercore shares in Q1 2026, an estimated $2.3M.
  • Evercore made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1326 holding.
  • Jefferies Financial Group first reported a position in Evercore in Q2 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Evercore position peaked at $7.02M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.