Kayne Anderson Rudnick Investment Management
EVR icon

Kayne Anderson Rudnick Investment Management’s Evercore EVR Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$299 Hold
1
– – ﹤0.01% 922
2025
Q4 		$340 Hold
1
– – ﹤0.01% 963
2025
Q3 		$337 Hold
1
– – ﹤0.01% 977
2025
Q2 		$270 Buy
+1
New +$220 ﹤0.01% 1046
2024
Q4 		– Sell
-19
Closed -$4.81K – 1003
2024
Q3 		$4.81K Buy
+19
New +$4.52K ﹤0.01% 731
2020
Q2 		– Sell
-46
Closed -$2K – 568
2020
Q1 		$2K Buy
46
+4
+10% +$268 ﹤0.01% 531
2019
Q4 		$3K Hold
42
– – ﹤0.01% 517
2019
Q3 		$3K Hold
42
– – ﹤0.01% 473
2019
Q2 		$4K Buy
+42
New +$3.74K ﹤0.01% 439

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's EVR Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its Evercore (EVR) position steady in Q1 2026 at 1 share worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Kayne Anderson Rudnick Investment Management first reported a position in EVR in Q2 2019 and has held it in 9 quarters since. The position peaked at $4.81K in Q3 2024. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 1 share of Evercore worth $299 as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management left its Evercore share count unchanged in Q1 2026.
  • Evercore made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #922 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Evercore in Q2 2019 and has held it in 9 quarters since.
  • Kayne Anderson Rudnick Investment Management's Evercore position peaked at $4.81K in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.