Mariner
EVR icon

Mariner’s Evercore EVR Stock Holding History

Mariner’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 		$12M Buy
40,337
+19,987
+98% +$6.54M 0.01% 665
2025
Q4 		$6.93M Buy
20,350
+1,793
+10% +$576K 0.01% 860
2025
Q3 		$6.26M Buy
18,557
+5,686
+44% +$1.78M 0.01% 829
2025
Q2 		$3.48M Buy
12,871
+622
+5% +$137K 0.01% 1032
2025
Q1 		$2.45M Sell
12,249
-2,889
-19% -$720K ﹤0.01% 1129
2024
Q4 		$4.2M Buy
15,138
+463
+3% +$131K 0.01% 864
2024
Q3 		$3.72M Sell
14,675
-206
-1% -$49K 0.01% 893
2024
Q2 		$3.1M Buy
14,881
+93
+0.6% +$18.1K 0.01% 906
2024
Q1 		$2.85M Buy
14,788
+10,361
+234% +$1.87M 0.01% 941
2023
Q4 		$758K Buy
4,427
+247
+6% +$35.8K ﹤0.01% 1641
2023
Q3 		$576K Buy
4,180
+250
+6% +$33.9K ﹤0.01% 1689
2023
Q2 		$486K Buy
3,930
+371
+10% +$42.7K ﹤0.01% 1766
2023
Q1 		$411K Buy
3,559
+761
+27% +$94.6K ﹤0.01% 1812
2022
Q4 		$305K Buy
+2,798
New +$292K ﹤0.01% 2015
2019
Q2 		– Sell
-2,742
Closed -$250K – 1118
2019
Q1 		$250K Buy
+2,742
New +$241K ﹤0.01% 880

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

Mariner's EVR Position: Q1 2026 in Review

Mariner increased its Evercore (EVR) stake by 98% in Q1 2026, buying an estimated $6.54M and bringing the position to 40,337 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #665.

Mariner first reported a position in EVR in Q1 2019 and has held it in 15 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Mariner held 40,337 shares of Evercore worth $12M as of Q1 2026.
  • Mariner bought 19,987 Evercore shares in Q1 2026, an estimated $6.54M.
  • Evercore made up 0.01% of Mariner's portfolio in Q1 2026, its #665 holding.
  • Mariner first reported a position in Evercore in Q1 2019 and has held it in 15 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

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