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Junto Capital Management’s Evercore EVR Stock Holding History

Junto Capital Management’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
-74,760
Closed -$22.3M – 92
2026
Q1 		$22.3M Sell
74,760
-147,235
-66% -$48.2M 0.47% 80
2025
Q4 		$75.5M Buy
221,995
+145,477
+190% +$46.8M 1.66% 23
2025
Q3 		$25.8M Sell
76,518
-117,964
-61% -$37M 0.53% 60
2025
Q2 		$52.5M Buy
+194,482
New +$42.8M 1.09% 40
2021
Q1 		– Sell
-267,725
Closed -$29.4M – 58
2020
Q4 		$29.4M Sell
267,725
-208,708
-44% -$18.6M 0.96% 42
2020
Q3 		$31.2M Buy
+476,433
New +$28.9M 1.13% 40
2019
Q3 		– Sell
-612,110
Closed -$54.2M – 43
2019
Q2 		$54.2M Buy
612,110
+338,417
+124% +$30.1M 3.13% 14
2019
Q1 		$24.9M Buy
273,693
+32,523
+13% +$2.86M 1.43% 32
2018
Q4 		$17.3M Buy
241,170
+55,863
+30% +$4.59M 1.21% 31
2018
Q3 		$18.6M Buy
+185,307
New +$20M 1.07% 40
2017
Q1 		– Sell
-413,498
Closed -$28.4M – 34
2016
Q4 		$28.4M Sell
413,498
-442,627
-52% -$27.2M 3.1% 18
2016
Q3 		$44.1M Sell
856,125
-65,329
-7% -$3.29M 5.79% 6
2016
Q2 		$40.7M Buy
921,454
+464,500
+102% +$23.1M 6.36% 6
2016
Q1 		$23.6M Sell
456,954
-101,880
-18% -$4.87M 4.05% 16
2015
Q4 		$30.2M Buy
+558,834
New +$30.2M 4.42% 13
2015
Q1 		– Sell
-278,500
Closed -$14.6M – 21
2014
Q4 		$14.6M Buy
+278,500
New +$13.9M 4.48% 13

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

Junto Capital Management's EVR Position: Q2 2026 in Review

Junto Capital Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 74,760 shares — an estimated $22.3M sold.

Junto Capital Management first reported a position in EVR in Q4 2014 and held it in 16 quarters. The position peaked at $75.5M in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Junto Capital Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Junto Capital Management sold 74,760 Evercore shares in Q2 2026, an estimated $22.3M.
  • Junto Capital Management first reported a position in Evercore in Q4 2014 and held it in 16 quarters.
  • Junto Capital Management's Evercore position peaked at $75.5M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.