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Kera Capital Partners’s Evercore EVR Stock Holding History

Kera Capital Partners’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 		$731K Buy
2,141
+83
+4% +$28.4K 0.07% 211
2026
Q1 		$614K Sell
2,058
-37
-2% -$12.1K 0.08% 184
2025
Q4 		$740K Buy
2,095
+394
+23% +$127K 0.09% 137
2025
Q3 		$574K Buy
1,701
+263
+18% +$82.4K 0.09% 122
2025
Q2 		$388K Buy
+1,438
New +$316K 0.08% 124

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

Kera Capital Partners's EVR Position: Q2 2026 in Review

Kera Capital Partners increased its Evercore (EVR) stake by 4% in Q2 2026, buying an estimated $28.4K and bringing the position to 2,141 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #211.

Kera Capital Partners first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $740K in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Kera Capital Partners held 2,141 shares of Evercore worth $731K as of Q2 2026.
  • Kera Capital Partners bought 83 Evercore shares in Q2 2026, an estimated $28.4K.
  • Evercore made up 0.07% of Kera Capital Partners's portfolio in Q2 2026, its #211 holding.
  • Kera Capital Partners first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • Kera Capital Partners's Evercore position peaked at $740K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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