Regatta Research & Money Management’s Evercore EVR Stock Holding History

Regatta Research & Money Management’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	$13.5K	Buy	+40	New	+$13.7K	0.01%	455

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regatta Research & Money Management's EVR Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Evercore (EVR) in Q2 2026: 40 shares worth $13.5K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings.

501 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Regatta Research & Money Management held 40 shares of Evercore worth $13.5K as of Q2 2026.
Evercore was a new Regatta Research & Money Management position in Q2 2026.
Evercore made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #455 holding.
501 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.