JIC
EVR icon

Johnson Investment Counsel’s Evercore EVR Stock Holding History

Johnson Investment Counsel’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 		$565K Buy
1,655
+18
+1% +$6.16K ﹤0.01% 575
2026
Q1 		$489K Buy
1,637
+196
+14% +$64.2K ﹤0.01% 590
2025
Q4 		$490K Buy
1,441
+44
+3% +$14.1K ﹤0.01% 554
2025
Q3 		$471K Buy
+1,397
New +$438K ﹤0.01% 598
2016
Q1 		– Sell
-4,496
Closed -$243K – 552
2015
Q4 		$243K Buy
+4,496
New +$243K 0.01% 467

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

Johnson Investment Counsel's EVR Position: Q2 2026 in Review

Johnson Investment Counsel increased its Evercore (EVR) stake by 1.1% in Q2 2026, buying an estimated $6.16K and bringing the position to 1,655 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Johnson Investment Counsel first reported a position in EVR in Q4 2015 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Johnson Investment Counsel held 1,655 shares of Evercore worth $565K as of Q2 2026.
  • Johnson Investment Counsel bought 18 Evercore shares in Q2 2026, an estimated $6.16K.
  • Evercore made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #575 holding.
  • Johnson Investment Counsel first reported a position in Evercore in Q4 2015 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.