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Lighthouse Investment Partners’s Evercore EVR Stock Holding History

Lighthouse Investment Partners’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 		$332K Buy
+971
New +$332K 0.01% 601
2026
Q1 		– Sell
-9,788
Closed -$3.33M – 817
2025
Q4 		$3.33M Sell
9,788
-13,176
-57% -$4.24M 0.1% 255
2025
Q3 		$7.75M Buy
22,964
+2,034
+10% +$637K 0.23% 124
2025
Q2 		$5.65M Buy
+20,930
New +$4.6M 0.21% 144
2025
Q1 		– Sell
-26,176
Closed -$7.26M – 531
2024
Q4 		$7.26M Buy
+26,176
New +$7.41M 0.24% 129

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 $3.38T AUM 44.17% 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

Lighthouse Investment Partners's EVR Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in Evercore (EVR) in Q2 2026: 971 shares worth $332K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in EVR as recently as Q4 2025.

Lighthouse Investment Partners first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.75M in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Lighthouse Investment Partners held 971 shares of Evercore worth $332K as of Q2 2026.
  • Evercore was a new Lighthouse Investment Partners position in Q2 2026.
  • Evercore made up 0.01% of Lighthouse Investment Partners's portfolio in Q2 2026, its #601 holding.
  • Lighthouse Investment Partners first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • Lighthouse Investment Partners's Evercore position peaked at $7.75M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.