Joel Isaacson & Co’s Evercore EVR Stock Holding History

Joel Isaacson & Co’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	$350K	Buy	1,026 +3	+0.3%	+$1.03K	0.01%	360
2026 Q1	$305K	Buy	1,023 +2	+0.2%	+$655	0.01%	360
2025 Q4	$347K	Buy	1,021 +261	+34%	+$83.9K	0.01%	336
2025 Q3	$256K	Buy	760 +2	+0.3%	+$627	0.01%	389
2025 Q2	$205K	Buy	+758	New	+$167K	0.01%	398
2025 Q1	–	Sell	-752	Closed	-$209K	–	407
2024 Q4	$209K	Buy	+752	New	+$213K	0.01%	359
2022 Q1	–	Sell	-3,000	Closed	-$408K	–	316
2021 Q4	$408K	Hold	3,000	–	–	0.03%	216
2021 Q3	$401K	Hold	3,000	–	–	0.03%	208
2021 Q2	$422K	Hold	3,000	–	–	0.03%	194
2021 Q1	$395K	Buy	+3,000	New	+$366K	0.03%	184

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Joel Isaacson & Co's EVR Position: Q2 2026 in Review

Joel Isaacson & Co increased its Evercore (EVR) stake by 0.29% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,026 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #360.

Joel Isaacson & Co first reported a position in EVR in Q1 2021 and has held it in 10 quarters since. The position peaked at $422K in Q2 2021. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Joel Isaacson & Co held 1,026 shares of Evercore worth $350K as of Q2 2026.
Joel Isaacson & Co bought 3 Evercore shares in Q2 2026, an estimated $1.03K.
Evercore made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #360 holding.
Joel Isaacson & Co first reported a position in Evercore in Q1 2021 and has held it in 10 quarters since.
Joel Isaacson & Co's Evercore position peaked at $422K in Q2 2021.
354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.