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LECAP Asset Management’s Evercore EVR Stock Holding History

LECAP 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
Q1 		$764K Buy
+2,560
New +$838K 0.29% 147
2025
Q2 		– Sell
-19,793
Closed -$3.95M – 322
2025
Q1 		$3.95M Buy
19,793
+11,873
+150% +$2.96M 0.92% 6
2024
Q4 		$2.2M Buy
7,920
+2,540
+47% +$720K 0.6% 49
2024
Q3 		$1.36M Buy
5,380
+644
+14% +$153K 0.29% 135
2024
Q2 		$987K Buy
+4,736
New +$922K 0.21% 174

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LECAP Asset Management's EVR Position: Q1 2026 in Review

LECAP Asset Management opened a new position in Evercore (EVR) in Q1 2026: 2,560 shares worth $764K. The stake represents 0.29% of the portfolio and ranks #147 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in EVR as recently as Q1 2025.

LECAP Asset Management first reported a position in EVR in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.95M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • LECAP Asset Management held 2,560 shares of Evercore worth $764K as of Q1 2026.
  • Evercore was a new LECAP Asset Management position in Q1 2026.
  • Evercore made up 0.29% of LECAP Asset Management's portfolio in Q1 2026, its #147 holding.
  • LECAP Asset Management first reported a position in Evercore in Q2 2024 and has held it in 5 quarters since.
  • LECAP Asset Management's Evercore position peaked at $3.95M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.