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Mutual Advisors’s Evercore EVR Stock Holding History

Mutual Advisors’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 		$219K Buy
+642
New +$220K ﹤0.01% 1296
2026
Q1 		– Sell
-634
Closed -$216K – 1353
2025
Q4 		$216K Sell
634
-61
-9% -$19.6K ﹤0.01% 1229
2025
Q3 		$221K Buy
+695
New +$218K ﹤0.01% 1189
2025
Q2 		– Sell
-1,605
Closed -$317K – 1181
2025
Q1 		$317K Sell
1,605
-82
-5% -$20.4K 0.01% 888
2024
Q4 		$471K Buy
+1,687
New +$478K 0.01% 719

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

Mutual Advisors's EVR Position: Q2 2026 in Review

Mutual Advisors opened a new position in Evercore (EVR) in Q2 2026: 642 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in EVR as recently as Q4 2025.

Mutual Advisors first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. The position peaked at $471K in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Mutual Advisors held 642 shares of Evercore worth $219K as of Q2 2026.
  • Evercore was a new Mutual Advisors position in Q2 2026.
  • Evercore made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1296 holding.
  • Mutual Advisors first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • Mutual Advisors's Evercore position peaked at $471K in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.