Mercer Global Advisors
EVR icon

Mercer Global Advisors’s Evercore EVR Stock Holding History

Mercer Global Advisors’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 		$4.42M Buy
14,802
+6,415
+76% +$2.1M 0.01% 813
2025
Q4 		$2.85M Sell
8,387
-722
-8% -$232K ﹤0.01% 944
2025
Q3 		$3.07M Buy
9,109
+4,942
+119% +$1.55M 0.01% 858
2025
Q2 		$1.13M Buy
4,167
+1,577
+61% +$347K ﹤0.01% 1157
2025
Q1 		$517K Buy
2,590
+293
+13% +$73K ﹤0.01% 1454
2024
Q4 		$637K Sell
2,297
-120
-5% -$34K ﹤0.01% 1318
2024
Q3 		$607K Buy
+2,417
New +$575K ﹤0.01% 1239
2024
Q2 		– Sell
-1,052
Closed -$203K – 1981
2024
Q1 		$203K Buy
+1,052
New +$190K ﹤0.01% 1778
2023
Q2 		– Sell
-3,523
Closed -$406K – 1954
2023
Q1 		$406K Sell
3,523
-129
-4% -$16K ﹤0.01% 1320
2022
Q4 		$398K Buy
+3,652
New +$381K ﹤0.01% 1330
2022
Q3 		– Sell
-5,174
Closed -$484K – 1856
2022
Q2 		$484K Sell
5,174
-1,602
-24% -$171K ﹤0.01% 1164
2022
Q1 		$754K Sell
6,776
-384
-5% -$47.2K ﹤0.01% 1023
2021
Q4 		$973K Sell
7,160
-666
-9% -$97.1K 0.01% 896
2021
Q3 		$1.05M Buy
7,826
+639
+9% +$86.8K 0.01% 840
2021
Q2 		$1.01M Sell
7,187
-933
-11% -$130K 0.01% 826
2021
Q1 		$1.07M Buy
+8,120
New +$992K 0.01% 758

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

Mercer Global Advisors's EVR Position: Q1 2026 in Review

Mercer Global Advisors increased its Evercore (EVR) stake by 76% in Q1 2026, buying an estimated $2.1M and bringing the position to 14,802 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #813.

Mercer Global Advisors first reported a position in EVR in Q1 2021 and has held it in 16 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Mercer Global Advisors held 14,802 shares of Evercore worth $4.42M as of Q1 2026.
  • Mercer Global Advisors bought 6,415 Evercore shares in Q1 2026, an estimated $2.1M.
  • Evercore made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #813 holding.
  • Mercer Global Advisors first reported a position in Evercore in Q1 2021 and has held it in 16 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.