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Mitchell Capital Management’s Evercore EVR Stock Holding History

Mitchell Capital 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 		$4.57M Buy
13,394
+447
+3% +$153K 0.7% 48
2026
Q1 		$3.86M Buy
+12,947
New +$4.24M 0.71% 47
2025
Q2 		– Sell
-22,572
Closed -$4.51M – 112
2025
Q1 		$4.51M Buy
22,572
+4,489
+25% +$1.12M 0.86% 37
2024
Q4 		$5.01M Buy
+18,083
New +$5.12M 0.88% 34

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

Mitchell Capital Management's EVR Position: Q2 2026 in Review

Mitchell Capital Management increased its Evercore (EVR) stake by 3.5% in Q2 2026, buying an estimated $153K and bringing the position to 13,394 shares worth $4.57M. The position accounts for 0.7% of the portfolio, ranked #48.

Mitchell Capital Management first reported a position in EVR in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.01M in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Mitchell Capital Management held 13,394 shares of Evercore worth $4.57M as of Q2 2026.
  • Mitchell Capital Management bought 447 Evercore shares in Q2 2026, an estimated $153K.
  • Evercore made up 0.7% of Mitchell Capital Management's portfolio in Q2 2026, its #48 holding.
  • Mitchell Capital Management first reported a position in Evercore in Q4 2024 and has held it in 4 quarters since.
  • Mitchell Capital Management's Evercore position peaked at $5.01M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.