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John Overdeck’s Evercore EVR Stock Holding History

John Overdeck’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 		– Sell
-3,100
Closed -$925K – 5157
2026
Q1 		$925K Buy
+3,100
New +$1.02M ﹤0.01% 3316

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

John Overdeck's EVR Position: Q2 2026 in Review

John Overdeck increased its Evercore (EVR) stake by 95% in Q2 2026, buying an estimated $33M and bringing the position to 197,932 shares worth $67.6M. The position accounts for 0.05% of the portfolio, ranked #443.

John Overdeck first reported a position in EVR in Q2 2013 and has held it in 29 quarters since. The position peaked at $77.8M in Q1 2025. 709 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • John Overdeck held 197,932 shares of Evercore worth $67.6M as of Q2 2026.
  • John Overdeck bought 96,447 Evercore shares in Q2 2026, an estimated $33M.
  • Evercore made up 0.05% of John Overdeck's portfolio in Q2 2026, its #443 holding.
  • John Overdeck first reported a position in Evercore in Q2 2013 and has held it in 29 quarters since.
  • John Overdeck's Evercore position peaked at $77.8M in Q1 2025.
  • 709 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.