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
Q2 		$207K Sell
607
-615
-50% -$210K ﹤0.01% 930
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 		$598K 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 $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

Magnetar Financial's EVR Position: Q2 2026 in Review

Magnetar Financial reduced its Evercore (EVR) stake by 50% in Q2 2026, selling an estimated $210K and leaving 607 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Magnetar Financial first reported a position in EVR in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.63M in Q3 2022. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Magnetar Financial held 607 shares of Evercore worth $207K as of Q2 2026.
  • Magnetar Financial sold 615 Evercore shares in Q2 2026, an estimated $210K.
  • Evercore made up ﹤0.01% of Magnetar Financial's portfolio in Q2 2026, its #930 holding.
  • Magnetar Financial first reported a position in Evercore in Q4 2021 and has held it in 11 quarters since.
  • Magnetar Financial's Evercore position peaked at $2.63M in Q3 2022.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Magnetar Financial's 13F filing for Q2 2026, filed 14 Aug 2026.