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L2 Asset Management’s Evercore EVR Stock Holding History

L2 Asset 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 		$2.2M Buy
+6,449
New +$2.21M 0.23% 94
2026
Q1 		– Sell
-821
Closed -$279K – 410
2025
Q4 		$279K Buy
+821
New +$264K 0.04% 303

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

L2 Asset Management's EVR Position: Q2 2026 in Review

L2 Asset Management opened a new position in Evercore (EVR) in Q2 2026: 6,449 shares worth $2.2M. The stake represents 0.23% of the portfolio and ranks #94 among its holdings. This is a return to the name: L2 Asset Management previously reported a position in EVR as recently as Q4 2025.

L2 Asset Management first reported a position in EVR in Q4 2025 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • L2 Asset Management held 6,449 shares of Evercore worth $2.2M as of Q2 2026.
  • Evercore was a new L2 Asset Management position in Q2 2026.
  • Evercore made up 0.23% of L2 Asset Management's portfolio in Q2 2026, its #94 holding.
  • L2 Asset Management first reported a position in Evercore in Q4 2025 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.