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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
Q2 		$3M Buy
8,799
+2,223
+34% +$761K 0.01% 591
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 $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

MAI Capital Management's EVR Position: Q2 2026 in Review

MAI Capital Management increased its Evercore (EVR) stake by 34% in Q2 2026, buying an estimated $761K and bringing the position to 8,799 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #591.

MAI Capital Management first reported a position in EVR in Q3 2022 and has held it in 15 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • MAI Capital Management held 8,799 shares of Evercore worth $3M as of Q2 2026.
  • MAI Capital Management bought 2,223 Evercore shares in Q2 2026, an estimated $761K.
  • Evercore made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #591 holding.
  • MAI Capital Management first reported a position in Evercore in Q3 2022 and has held it in 15 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.