Marshall Wace
EVR icon

Marshall Wace’s Evercore EVR Stock Holding History

Marshall Wace’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 		$32.7M Buy
+109,630
New +$35.9M 0.03% 519
2025
Q4 		– Sell
-13,960
Closed -$4.71M – 3108
2025
Q3 		$4.71M Buy
13,960
+2,265
+19% +$710K ﹤0.01% 1207
2025
Q2 		$3.16M Sell
11,695
-19,847
-63% -$4.37M ﹤0.01% 1352
2025
Q1 		$6.3M Buy
31,542
+29,042
+1,162% +$7.24M 0.01% 960
2024
Q4 		$693K Buy
+2,500
New +$708K ﹤0.01% 1901
2023
Q3 		– Sell
-9,009
Closed -$1.11M – 2327
2023
Q2 		$1.11M Buy
+9,009
New +$1.04M ﹤0.01% 1669
2022
Q4 		– Sell
-223,472
Closed -$18.4M – 3068
2022
Q3 		$18.4M Buy
223,472
+58,530
+35% +$5.53M 0.04% 505
2022
Q2 		$15.4M Sell
164,942
-25,460
-13% -$2.71M 0.03% 600
2022
Q1 		$21.2M Buy
190,402
+49,979
+36% +$6.15M 0.04% 474
2021
Q4 		$19.1M Buy
140,423
+133,339
+1,882% +$19.4M 0.04% 506
2021
Q3 		$947K Sell
7,084
-600
-8% -$81.5K ﹤0.01% 2054
2021
Q2 		$1.08M Buy
+7,684
New +$1.07M ﹤0.01% 1768
2020
Q1 		– Sell
-2,837
Closed -$212K – 1746
2019
Q4 		$212K Sell
2,837
-11,566
-80% -$882K ﹤0.01% 1333
2019
Q3 		$1.15M Buy
14,403
+3,379
+31% +$280K 0.01% 911
2019
Q2 		$976K Sell
11,024
-23,294
-68% -$2.07M 0.01% 943
2019
Q1 		$3.12M Buy
+34,318
New +$3.01M 0.03% 610
2018
Q3 		– Sell
-4,382
Closed -$462K – 1175
2018
Q2 		$462K Buy
+4,382
New +$452K 0.01% 588
2017
Q1 		– Sell
-6,624
Closed -$455K – 438
2016
Q4 		$455K Buy
+6,624
New +$407K ﹤0.01% 850

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

Marshall Wace's EVR Position: Q1 2026 in Review

Marshall Wace opened a new position in Evercore (EVR) in Q1 2026: 109,630 shares worth $32.7M. The stake represents 0.03% of the portfolio and ranks #519 among its holdings. This is a return to the name: Marshall Wace previously reported a position in EVR as recently as Q3 2025.

Marshall Wace first reported a position in EVR in Q4 2016 and has held it in 18 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Marshall Wace held 109,630 shares of Evercore worth $32.7M as of Q1 2026.
  • Evercore was a new Marshall Wace position in Q1 2026.
  • Evercore made up 0.03% of Marshall Wace's portfolio in Q1 2026, its #519 holding.
  • Marshall Wace first reported a position in Evercore in Q4 2016 and has held it in 18 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.