Lido Advisors’s Evercore EVR Stock Holding History

Lido Advisors’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	$741K	Buy	2,170 +967	+80%	+$331K	﹤0.01%	1257
2026 Q1	$359K	Buy	1,203 +82	+7%	+$26.8K	﹤0.01%	1476
2025 Q4	$379K	Buy	1,121 +375	+50%	+$121K	﹤0.01%	1442
2025 Q3	$252K	Buy	+746	New	+$234K	﹤0.01%	1577

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

Lido Advisors's EVR Position: Q2 2026 in Review

Lido Advisors increased its Evercore (EVR) stake by 80% in Q2 2026, buying an estimated $331K and bringing the position to 2,170 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Lido Advisors first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Lido Advisors held 2,170 shares of Evercore worth $741K as of Q2 2026.
Lido Advisors bought 967 Evercore shares in Q2 2026, an estimated $331K.
Evercore made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1257 holding.
Lido Advisors first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.