Millennium Management’s Evercore EVR Stock Holding History

Millennium Management’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	$1.71M	Buy	5,000 +600	+14%	+$205K	﹤0.01%	3940
2026 Q1	$1.31M	Buy	+4,400	New	+$1.44M	﹤0.01%	4178
2025 Q3	–	Sell	-74,000	Closed	-$20M	–	6137
2025 Q2	$20M	Sell	74,000 -21,000	-22%	-$4.62M	0.01%	1567
2025 Q1	$19M	Buy	+95,000	New	+$23.7M	0.01%	1567

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management's EVR Position: Q2 2026 in Review

Millennium Management increased its Evercore (EVR) stake by 822% in Q2 2026, buying an estimated $194M and bringing the position to 637,464 shares worth $218M. The position accounts for 0.08% of the portfolio, ranked #220.

Millennium Management first reported a position in EVR in Q2 2013 and has held it in 53 quarters since. The position peaked at $337M in Q2 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Millennium Management held 637,464 shares of Evercore worth $218M as of Q2 2026.
Millennium Management bought 568,306 Evercore shares in Q2 2026, an estimated $194M.
Evercore made up 0.08% of Millennium Management's portfolio in Q2 2026, its #220 holding.
Millennium Management first reported a position in Evercore in Q2 2013 and has held it in 53 quarters since.
Millennium Management's Evercore position peaked at $337M in Q2 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.