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MAI Capital Management’s Evercore EVR Stock Holding History

MAI Capital 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
Q1 		$1.96M Buy
6,576
+1,092
+20% +$358K 0.01% 583
2025
Q4 		$1.87M Sell
5,484
-45
-0.8% -$14.5K 0.01% 576
2025
Q3 		$1.87M Buy
5,529
+5,274
+2,068% +$1.65M 0.01% 557
2025
Q2 		$68.9K Buy
255
+159
+166% +$35K ﹤0.01% 1671
2025
Q1 		$19.2K Sell
96
-15
-14% -$3.74K ﹤0.01% 2202
2024
Q4 		$30.8K Buy
+111
New +$31.4K ﹤0.01% 2015
2024
Q3 		– Sell
-2,674
Closed -$557K – 1154
2024
Q2 		$557K Sell
2,674
-163
-6% -$31.7K 0.01% 772
2024
Q1 		$546K Sell
2,837
-23
-0.8% -$4.16K 0.01% 764
2023
Q4 		$489K Sell
2,860
-3
-0.1% -$434 0.01% 710
2023
Q3 		$395K Sell
2,863
-9
-0.3% -$1.22K 0.01% 711
2023
Q2 		$355K Sell
2,872
-3,040
-51% -$350K 0.01% 759
2023
Q1 		$682K Buy
5,912
+110
+2% +$13.7K 0.01% 537
2022
Q4 		$633K Buy
5,802
+2,664
+85% +$278K 0.01% 542
2022
Q3 		$258K Buy
+3,138
New +$297K ﹤0.01% 749

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

MAI Capital Management's EVR Position: Q1 2026 in Review

MAI Capital Management increased its Evercore (EVR) stake by 20% in Q1 2026, buying an estimated $358K and bringing the position to 6,576 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #583.

MAI Capital Management first reported a position in EVR in Q3 2022 and has held it in 14 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • MAI Capital Management held 6,576 shares of Evercore worth $1.96M as of Q1 2026.
  • MAI Capital Management bought 1,092 Evercore shares in Q1 2026, an estimated $358K.
  • Evercore made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #583 holding.
  • MAI Capital Management first reported a position in Evercore in Q3 2022 and has held it in 14 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.