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Levin Capital Strategies’s Evercore EVR Stock Holding History

Levin Capital Strategies’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 		$299K Buy
+1,000
New +$327K 0.02% 184

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

Levin Capital Strategies's EVR Position: Q1 2026 in Review

Levin Capital Strategies opened a new position in Evercore (EVR) in Q1 2026: 1,000 shares worth $299K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings.

652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Levin Capital Strategies held 1,000 shares of Evercore worth $299K as of Q1 2026.
  • Evercore was a new Levin Capital Strategies position in Q1 2026.
  • Evercore made up 0.02% of Levin Capital Strategies's portfolio in Q1 2026, its #184 holding.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.