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Linden Thomas Advisory Services’s Evercore EVR Stock Holding History

Linden Thomas Advisory Services’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 		$339K Buy
992
+12
+1% +$4.11K 0.03% 456
2026
Q1 		$293K Sell
980
-24
-2% -$7.86K 0.03% 451
2025
Q4 		$342K Sell
1,004
-15
-1% -$4.82K 0.03% 412
2025
Q3 		$344K Sell
1,019
-11
-1% -$3.45K 0.03% 406
2025
Q2 		$278K Sell
1,030
-150
-13% -$33K 0.03% 414
2025
Q1 		$236K Buy
1,180
+30
+3% +$7.47K 0.03% 441
2024
Q4 		$319K Sell
1,150
-18
-2% -$5.1K 0.04% 424
2024
Q3 		$296K Buy
1,168
+75
+7% +$17.9K 0.04% 417
2024
Q2 		$228K Buy
1,093
+39
+4% +$7.59K 0.04% 426
2024
Q1 		$203K Sell
1,054
-277
-21% -$50.1K 0.03% 443
2023
Q4 		$228K Buy
+1,331
New +$193K 0.04% 395

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Linden Thomas Advisory Services's EVR Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Evercore (EVR) stake by 1.2% in Q2 2026, buying an estimated $4.11K and bringing the position to 992 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #456.

Linden Thomas Advisory Services first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $344K in Q3 2025. 144 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Linden Thomas Advisory Services held 992 shares of Evercore worth $339K as of Q2 2026.
  • Linden Thomas Advisory Services bought 12 Evercore shares in Q2 2026, an estimated $4.11K.
  • Evercore made up 0.03% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #456 holding.
  • Linden Thomas Advisory Services first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • Linden Thomas Advisory Services's Evercore position peaked at $344K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.