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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
Q2 		– Sell
-2,560
Closed -$764K – 302
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 $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

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

LECAP Asset Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 2,560 shares — an estimated $764K sold.

LECAP Asset Management first reported a position in EVR in Q2 2024 and held it in 5 quarters. The position peaked at $3.95M in Q1 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • LECAP Asset Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 2,560 Evercore shares in Q2 2026, an estimated $764K.
  • LECAP Asset Management first reported a position in Evercore in Q2 2024 and held it in 5 quarters.
  • LECAP Asset Management's Evercore position peaked at $3.95M in Q1 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.