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Mather Group’s Evercore EVR Stock Holding History

Mather Group’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 		$11.6K Hold
34
– – ﹤0.01% 1470
2026
Q1 		$10.1K Buy
+34
New +$11.1K ﹤0.01% 1452
2025
Q4 		– Sell
-34
Closed -$11.5K – 959
2025
Q3 		$11.5K Buy
+34
New +$10.7K ﹤0.01% 1241
2025
Q2 		– Sell
-34
Closed -$6.79K – 960
2025
Q1 		$6.79K Hold
34
– – ﹤0.01% 1343
2024
Q4 		$9.42K Sell
34
-7
-17% -$1.98K ﹤0.01% 1258
2024
Q3 		$10.4K Sell
41
-338
-89% -$80.5K ﹤0.01% 1171
2024
Q2 		$73K Buy
379
+339
+848% +$66K ﹤0.01% 901
2024
Q1 		$6.84K Buy
+40
New +$7.24K ﹤0.01% 1288

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

Mather Group's EVR Position: Q2 2026 in Review

Mather Group held its Evercore (EVR) position steady in Q2 2026 at 34 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Mather Group first reported a position in EVR in Q1 2024 and has held it in 8 quarters since. The position peaked at $73K in Q2 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Mather Group held 34 shares of Evercore worth $11.6K as of Q2 2026.
  • Mather Group left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1470 holding.
  • Mather Group first reported a position in Evercore in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Evercore position peaked at $73K in Q2 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.