MML Investors Services
EVR icon

MML Investors Services’s Evercore EVR Stock Holding History

MML Investors Services’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 		$770K Buy
2,254
+302
+15% +$103K ﹤0.01% 2180
2026
Q1 		$583K Sell
1,952
-666
-25% -$218K ﹤0.01% 2128
2025
Q4 		$891K Sell
2,618
-936
-26% -$301K ﹤0.01% 1874
2025
Q3 		$1.2M Sell
3,554
-200
-5% -$62.7K ﹤0.01% 1610
2025
Q2 		$1.01M Sell
3,754
-1,313
-26% -$289K ﹤0.01% 1649
2025
Q1 		$1.01M Buy
5,067
+217
+4% +$54.1K ﹤0.01% 1561
2024
Q4 		$1.34M Buy
4,850
+590
+14% +$167K ﹤0.01% 1339
2024
Q3 		$1.08M Buy
4,260
+29
+0.7% +$6.9K ﹤0.01% 1416
2024
Q2 		$882K Sell
4,231
-699
-14% -$136K ﹤0.01% 1472
2024
Q1 		$949K Buy
4,930
+585
+13% +$106K ﹤0.01% 1451
2023
Q4 		$743K Buy
4,345
+497
+13% +$72K ﹤0.01% 1529
2023
Q3 		$531K Sell
3,848
-94
-2% -$12.8K ﹤0.01% 1601
2023
Q2 		$487K Sell
3,942
-155
-4% -$17.8K ﹤0.01% 1648
2023
Q1 		$473K Sell
4,097
-637
-13% -$79.2K ﹤0.01% 1429
2022
Q4 		$516K Sell
4,734
-890
-16% -$92.9K ﹤0.01% 1498
2022
Q3 		$463K Sell
5,624
-255
-4% -$24.1K ﹤0.01% 1464
2022
Q2 		$550K Sell
5,879
-295
-5% -$31.4K ﹤0.01% 1358
2022
Q1 		$687K Buy
6,174
+722
+13% +$88.8K ﹤0.01% 1292
2021
Q4 		$741K Buy
5,452
+1,157
+27% +$169K 0.01% 1202
2021
Q3 		$574K Buy
4,295
+715
+20% +$97.2K ﹤0.01% 1275
2021
Q2 		$504K Buy
3,580
+565
+19% +$79K ﹤0.01% 1325
2021
Q1 		$397K Buy
3,015
+1,092
+57% +$133K ﹤0.01% 1371
2020
Q4 		$211K Buy
+1,923
New +$171K ﹤0.01% 1569
2019
Q4 		– Sell
-2,902
Closed -$232K – 1518
2019
Q3 		$232K Sell
2,902
-530
-15% -$43.9K ﹤0.01% 1328
2019
Q2 		$304K Buy
3,432
+77
+2% +$6.85K ﹤0.01% 1270
2019
Q1 		$305K Buy
3,355
+217
+7% +$19.1K ﹤0.01% 1253
2018
Q4 		$225K Buy
3,138
+188
+6% +$15.4K ﹤0.01% 1311
2018
Q3 		$297K Buy
+2,950
New +$318K 0.01% 1277

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

MML Investors Services's EVR Position: Q2 2026 in Review

MML Investors Services increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $103K and bringing the position to 2,254 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

MML Investors Services first reported a position in EVR in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.34M in Q4 2024. 384 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • MML Investors Services held 2,254 shares of Evercore worth $770K as of Q2 2026.
  • MML Investors Services bought 302 Evercore shares in Q2 2026, an estimated $103K.
  • Evercore made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2180 holding.
  • MML Investors Services first reported a position in Evercore in Q3 2018 and has held it in 28 quarters since.
  • MML Investors Services's Evercore position peaked at $1.34M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.