MOTCO’s Evercore EVR Stock Holding History

MOTCO’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	$341	Buy	+1	New	+$342	﹤0.01%	745
2025 Q3	–	Sell	-9	Closed	-$2.71K	–	657
2025 Q2	$2.71K	Buy	+9	New	+$1.98K	﹤0.01%	514

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MOTCO's EVR Position: Q2 2026 in Review

MOTCO opened a new position in Evercore (EVR) in Q2 2026: 1 share worth $341. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: MOTCO previously reported a position in EVR as recently as Q2 2025.

MOTCO first reported a position in EVR in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.71K in Q2 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

MOTCO held 1 share of Evercore worth $341 as of Q2 2026.
Evercore was a new MOTCO position in Q2 2026.
Evercore made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #745 holding.
MOTCO first reported a position in Evercore in Q2 2025 and has held it in 2 quarters since.
MOTCO's Evercore position peaked at $2.71K in Q2 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.