MCM
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Manchester Capital Management’s Evercore EVR Stock Holding History

Manchester 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 		$20.1K Sell
59
-2
-3% -$684 ﹤0.01% 696
2026
Q1 		$18.2K Buy
61
+1
+2% +$327 ﹤0.01% 697
2025
Q4 		$20.4K Buy
60
+10
+20% +$3.21K ﹤0.01% 660
2025
Q3 		$16.9K Hold
50
– – ﹤0.01% 774
2025
Q2 		$13.5K Sell
50
-1,801
-97% -$396K ﹤0.01% 788
2025
Q1 		$370K Buy
1,851
+274
+17% +$68.3K 0.05% 251
2024
Q4 		$437K Hold
1,577
– – 0.05% 212
2024
Q3 		$400K Buy
1,577
+669
+74% +$159K 0.05% 235
2024
Q2 		$189K Hold
908
– – 0.02% 324
2024
Q1 		$175K Buy
908
+859
+1,753% +$155K 0.02% 326
2023
Q4 		$8.38K Hold
49
– – ﹤0.01% 628
2023
Q3 		$6.76K Hold
49
– – ﹤0.01% 615
2023
Q2 		$6.06K Sell
49
-27
-36% -$3.11K ﹤0.01% 599
2023
Q1 		$8.77K Hold
76
– – ﹤0.01% 561
2022
Q4 		$8.29K Buy
76
+44
+138% +$4.59K ﹤0.01% 484
2022
Q3 		$3K Buy
+32
New +$3.03K ﹤0.01% 575
2022
Q2 		– Sell
-12
Closed -$1K – 1020
2022
Q1 		$1K Buy
12
+10
+500% +$1.23K ﹤0.01% 923
2021
Q4 		$0 Sell
2
-4
-67% -$583 ﹤0.01% 1041
2021
Q3 		$1K Buy
+6
New +$815 ﹤0.01% 950

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

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

Manchester Capital Management reduced its Evercore (EVR) stake by 3.3% in Q2 2026, selling an estimated $684 and leaving 59 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Manchester Capital Management first reported a position in EVR in Q3 2021 and has held it in 19 quarters since. The position peaked at $437K in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Manchester Capital Management held 59 shares of Evercore worth $20.1K as of Q2 2026.
  • Manchester Capital Management sold 2 Evercore shares in Q2 2026, an estimated $684.
  • Evercore made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #696 holding.
  • Manchester Capital Management first reported a position in Evercore in Q3 2021 and has held it in 19 quarters since.
  • Manchester Capital Management's Evercore position peaked at $437K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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