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Kendall Capital Management’s Evercore EVR Stock Holding History

Kendall 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 		$437K Buy
1,280
+285
+29% +$97.5K 0.07% 170
2026
Q1 		$297K Buy
995
+255
+34% +$83.5K 0.06% 191
2025
Q4 		$252K Sell
740
-85
-10% -$27.3K 0.05% 205
2025
Q3 		$278K Sell
825
-55
-6% -$17.2K 0.06% 202
2025
Q2 		$238K Buy
+880
New +$194K 0.06% 203
2025
Q1 		– Sell
-1,080
Closed -$299K – 222
2024
Q4 		$299K Sell
1,080
-335
-24% -$94.9K 0.09% 184
2024
Q3 		$358K Sell
1,415
-1,040
-42% -$248K 0.11% 171
2024
Q2 		$512K Sell
2,455
-935
-28% -$182K 0.17% 139
2024
Q1 		$653K Sell
3,390
-530
-14% -$95.9K 0.22% 123
2023
Q4 		$671K Sell
3,920
-2,355
-38% -$341K 0.26% 111
2023
Q3 		$865K Sell
6,275
-1,265
-17% -$172K 0.38% 82
2023
Q2 		$932K Sell
7,540
-405
-5% -$46.6K 0.41% 80
2023
Q1 		$917K Hold
7,945
– – 0.44% 76
2022
Q4 		$867K Sell
7,945
-450
-5% -$47K 0.44% 76
2022
Q3 		$690K Sell
8,395
-195
-2% -$18.4K 0.4% 79
2022
Q2 		$804K Buy
8,590
+235
+3% +$25K 0.44% 73
2022
Q1 		$930K Buy
8,355
+1,645
+25% +$202K 0.45% 69
2021
Q4 		$912K Buy
6,710
+1,340
+25% +$195K 0.43% 78
2021
Q3 		$718K Buy
5,370
+2,064
+62% +$280K 0.39% 83
2021
Q2 		$465K Buy
+3,306
New +$462K 0.26% 100

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

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

Kendall Capital Management increased its Evercore (EVR) stake by 29% in Q2 2026, buying an estimated $97.5K and bringing the position to 1,280 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #170.

Kendall Capital Management first reported a position in EVR in Q2 2021 and has held it in 20 quarters since. The position peaked at $932K in Q2 2023. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Kendall Capital Management held 1,280 shares of Evercore worth $437K as of Q2 2026.
  • Kendall Capital Management bought 285 Evercore shares in Q2 2026, an estimated $97.5K.
  • Evercore made up 0.07% of Kendall Capital Management's portfolio in Q2 2026, its #170 holding.
  • Kendall Capital Management first reported a position in Evercore in Q2 2021 and has held it in 20 quarters since.
  • Kendall Capital Management's Evercore position peaked at $932K in Q2 2023.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.