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MATAURO’s Evercore EVR Stock Holding History

MATAURO’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 		$243K Buy
712
+5
+0.7% +$1.71K 0.03% 135
2026
Q1 		$211K Hold
707
– – 0.03% 132
2025
Q4 		$241K Sell
707
-51
-7% -$16.4K 0.04% 124
2025
Q3 		$256K Sell
758
-118
-13% -$37K 0.04% 127
2025
Q2 		$237K Buy
+876
New +$193K 0.04% 119

Other funds holding EVR

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
BSA
Braun Stacey Associates New York $3.53B AUM 63.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MATAURO's EVR Position: Q2 2026 in Review

MATAURO increased its Evercore (EVR) stake by 0.71% in Q2 2026, buying an estimated $1.71K and bringing the position to 712 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #135.

MATAURO first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 290 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • MATAURO held 712 shares of Evercore worth $243K as of Q2 2026.
  • MATAURO bought 5 Evercore shares in Q2 2026, an estimated $1.71K.
  • Evercore made up 0.03% of MATAURO's portfolio in Q2 2026, its #135 holding.
  • MATAURO first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • MATAURO's Evercore position peaked at $256K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on MATAURO's 13F filing for Q2 2026, filed 21 Jul 2026.