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LRI Investments’s Evercore EVR Stock Holding History

LRI Investments’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 		$42.7K Sell
125
-4
-3% -$1.37K ﹤0.01% 579
2026
Q1 		$38.5K Hold
129
– – ﹤0.01% 556
2025
Q4 		$44K Hold
129
– – ﹤0.01% 567
2025
Q3 		$43.6K Hold
129
– – ﹤0.01% 583
2025
Q2 		$34.9K Hold
129
– – ﹤0.01% 608
2025
Q1 		$25.8K Sell
129
-9
-7% -$2.24K ﹤0.01% 629
2024
Q4 		$38.2K Hold
138
– – ﹤0.01% 566
2024
Q3 		$41.3K Sell
138
-12
-8% -$2.86K ﹤0.01% 537
2024
Q2 		$31.2K Buy
150
+32
+27% +$6.23K ﹤0.01% 542
2024
Q1 		$22.7K Buy
+118
New +$21.4K 0.01% 363

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 $3.37T AUM 44.26% 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

LRI Investments's EVR Position: Q2 2026 in Review

LRI Investments reduced its Evercore (EVR) stake by 3.1% in Q2 2026, selling an estimated $1.37K and leaving 125 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

LRI Investments first reported a position in EVR in Q1 2024 and has held it in 10 quarters since. The position peaked at $44K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • LRI Investments held 125 shares of Evercore worth $42.7K as of Q2 2026.
  • LRI Investments sold 4 Evercore shares in Q2 2026, an estimated $1.37K.
  • Evercore made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #579 holding.
  • LRI Investments first reported a position in Evercore in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Evercore position peaked at $44K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.