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 Q3	$255K	Sell	989 -3	-0.3%	-$913	0.02%	522
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Linden Thomas Advisory Services's EVR Position: Q3 2026 in Review

Linden Thomas Advisory Services reduced its Evercore (EVR) stake by 0.3% in Q3 2026, selling an estimated $913 and leaving 989 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #522.

Linden Thomas Advisory Services first reported a position in EVR in Q4 2023 and has held it in 12 quarters since. The position peaked at $344K in Q3 2025. 130 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Linden Thomas Advisory Services held 989 shares of Evercore worth $255K as of Q3 2026.
Linden Thomas Advisory Services sold 3 Evercore shares in Q3 2026, an estimated $913.
Evercore made up 0.02% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #522 holding.
Linden Thomas Advisory Services first reported a position in Evercore in Q4 2023 and has held it in 12 quarters since.
Linden Thomas Advisory Services's Evercore position peaked at $344K in Q3 2025.
130 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.