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Leeward Investments’s Evercore EVR Stock Holding History

Leeward Investments’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 		$11.7M Sell
34,181
-1,970
-5% -$674K 0.53% 81
2026
Q1 		$10.8M Sell
36,151
-1,244
-3% -$407K 0.53% 88
2025
Q4 		$12.7M Sell
37,395
-2,163
-5% -$695K 0.64% 62
2025
Q3 		$13.3M Sell
39,558
-1,429
-3% -$448K 0.68% 55
2025
Q2 		$11.1M Buy
+40,987
New +$9.01M 0.59% 68

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

Leeward Investments's EVR Position: Q2 2026 in Review

Leeward Investments reduced its Evercore (EVR) stake by 5.4% in Q2 2026, selling an estimated $674K and leaving 34,181 shares worth $11.7M. The position accounts for 0.53% of the portfolio, ranked #81.

Leeward Investments first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.3M in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Leeward Investments held 34,181 shares of Evercore worth $11.7M as of Q2 2026.
  • Leeward Investments sold 1,970 Evercore shares in Q2 2026, an estimated $674K.
  • Evercore made up 0.53% of Leeward Investments's portfolio in Q2 2026, its #81 holding.
  • Leeward Investments first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • Leeward Investments's Evercore position peaked at $13.3M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.