MF
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Magnetar Financial’s Evercore EVR Stock Holding History

Magnetar Financial’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
Q1 		$365K Buy
+1,222
New +$400K ﹤0.01% 713
2025
Q2 		– Sell
-1,934
Closed -$386K – 965
2025
Q1 		$386K Sell
1,934
-280
-13% -$69.8K 0.01% 528
2024
Q4 		$614K Sell
2,214
-1,740
-44% -$493K 0.01% 343
2024
Q3 		$1M Buy
+3,954
New +$941K 0.02% 285
2024
Q2 		– Sell
-4,218
Closed -$812K – 538
2024
Q1 		$812K Buy
+4,218
New +$763K 0.02% 269
2023
Q2 		– Sell
-10,920
Closed -$1.26M – 533
2023
Q1 		$1.26M Buy
+10,920
New +$1.36M 0.02% 355
2022
Q4 		– Sell
-31,957
Closed -$2.63M – 825
2022
Q3 		$2.63M Buy
31,957
+25,574
+401% +$2.42M 0.04% 514
2022
Q2 		$598 Buy
6,383
+209
+3% +$22.3K 0.01% 1097
2022
Q1 		$687K Sell
6,174
-3,418
-36% -$420K 0.01% 867
2021
Q4 		$1.3M Buy
+9,592
New +$1.4M 0.01% 757

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnetar Financial's EVR Position: Q1 2026 in Review

Magnetar Financial opened a new position in Evercore (EVR) in Q1 2026: 1,222 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Magnetar Financial previously reported a position in EVR as recently as Q1 2025.

Magnetar Financial first reported a position in EVR in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.63M in Q3 2022. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Magnetar Financial held 1,222 shares of Evercore worth $365K as of Q1 2026.
  • Evercore was a new Magnetar Financial position in Q1 2026.
  • Evercore made up ﹤0.01% of Magnetar Financial's portfolio in Q1 2026, its #713 holding.
  • Magnetar Financial first reported a position in Evercore in Q4 2021 and has held it in 10 quarters since.
  • Magnetar Financial's Evercore position peaked at $2.63M in Q3 2022.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Magnetar Financial's 13F filing for Q1 2026, filed 13 May 2026.