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
Q2 		– Sell
-109,630
Closed -$32.7M – 3330
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 $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

Marshall Wace's EVR Position: Q2 2026 in Review

Marshall Wace sold out of Evercore (EVR) in Q2 2026, closing a stake of 109,630 shares — an estimated $32.7M sold.

Marshall Wace first reported a position in EVR in Q4 2016 and held it in 18 quarters. The position peaked at $32.7M in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Marshall Wace reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 109,630 Evercore shares in Q2 2026, an estimated $32.7M.
  • Marshall Wace first reported a position in Evercore in Q4 2016 and held it in 18 quarters.
  • Marshall Wace's Evercore position peaked at $32.7M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.