Monument Capital Management
EVR icon

Monument Capital Management’s Evercore EVR Stock Holding History

Monument 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
Q3 		– Sell
-7,676
Closed -$2.62M – 264
2026
Q2 		$2.62M Buy
7,676
+505
+7% +$173K 0.53% 70
2026
Q1 		$2.14M Buy
7,171
+57
+0.8% +$18.7K 0.54% 74
2025
Q4 		$2.42M Buy
7,114
+176
+3% +$56.6K 0.6% 68
2025
Q3 		$2.34M Buy
+6,938
New +$2.17M 0.59% 67
2025
Q1 		– Sell
-16,724
Closed -$4.64M – 206
2024
Q4 		$4.64M Sell
16,724
-402
-2% -$114K 1.28% 19
2024
Q3 		$4.34M Sell
17,126
-143
-0.8% -$34K 1.2% 22
2024
Q2 		$3.6M Sell
17,269
-175
-1% -$34.1K 1.06% 26
2024
Q1 		$3.36M Sell
17,444
-1,596
-8% -$289K 0.97% 30
2023
Q4 		$3.26M Sell
19,040
-630
-3% -$91.2K 1.05% 23
2023
Q3 		$2.71M Buy
+19,670
New +$2.67M 0.91% 26
2022
Q4 		– Sell
-15,750
Closed -$1.3M – 161
2022
Q3 		$1.3M Buy
15,750
+3,152
+25% +$298K 0.49% 62
2022
Q2 		$1.18M Sell
12,598
-1,677
-12% -$179K 0.44% 64
2022
Q1 		$1.59M Buy
14,275
+3,918
+38% +$482K 0.52% 60
2021
Q4 		$1.41M Sell
10,357
-4,740
-31% -$691K 0.44% 69
2021
Q3 		$2.02M Sell
15,097
-201
-1% -$27.3K 0.69% 58
2021
Q2 		$2.15M Buy
+15,298
New +$2.14M 0.75% 57

Other funds holding EVR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Monument Capital Management's EVR Position: Q3 2026 in Review

Monument Capital Management sold out of Evercore (EVR) in Q3 2026, closing a stake of 7,676 shares — an estimated $2.62M sold.

Monument Capital Management first reported a position in EVR in Q2 2021 and held it in 16 quarters. The position peaked at $4.64M in Q4 2024. 530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Monument Capital Management reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • Monument Capital Management sold 7,676 Evercore shares in Q3 2026, an estimated $2.62M.
  • Monument Capital Management first reported a position in Evercore in Q2 2021 and held it in 16 quarters.
  • Monument Capital Management's Evercore position peaked at $4.64M in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.