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 Q2	–	Sell	-1,000	Closed	-$299K	–	275
2026 Q1	$299K	Buy	+1,000	New	+$327K	0.02%	184

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Levin Capital Strategies's EVR Position: Q2 2026 in Review

Levin Capital Strategies sold out of Evercore (EVR) in Q2 2026, closing a stake of 1,000 shares — an estimated $299K sold.

Levin Capital Strategies first reported a position in EVR in Q1 2026 and held it in 1 quarter. The position peaked at $299K in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Levin Capital Strategies reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Levin Capital Strategies sold 1,000 Evercore shares in Q2 2026, an estimated $299K.
Levin Capital Strategies first reported a position in Evercore in Q1 2026 and held it in 1 quarter.
Levin Capital Strategies's Evercore position peaked at $299K in Q1 2026.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.