Mutual of America Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.9M | Sell |
14,340
-482
| -3% | -$165K | 0.05% | 442 |
|
|
2026
Q1 | $4.42M | Sell |
14,822
-1,275
| -8% | -$417K | 0.05% | 447 |
|
|
2025
Q4 | $5.48M | Sell |
16,097
-1,728
| -10% | -$555K | 0.06% | 397 |
|
|
2025
Q3 | $6.01M | Sell |
17,825
-54
| -0.3% | -$16.9K | 0.06% | 365 |
|
|
2025
Q2 | $4.83M | Sell |
17,879
-342
| -2% | -$75.2K | 0.05% | 452 |
|
|
2025
Q1 | $3.64M | Sell |
18,221
-481
| -3% | -$120K | 0.04% | 565 |
|
|
2024
Q4 | $5.18M | Sell |
18,702
-568
| -3% | -$161K | 0.06% | 433 |
|
|
2024
Q3 | $4.88M | Sell |
19,270
-1,018
| -5% | -$242K | 0.05% | 476 |
|
|
2024
Q2 | $4.23M | Sell |
20,288
-363
| -2% | -$70.6K | 0.05% | 534 |
|
|
2024
Q1 | $3.98M | Sell |
20,651
-839
| -4% | -$152K | 0.04% | 594 |
|
|
2023
Q4 | $3.68M | Sell |
21,490
-1,243
| -5% | -$180K | 0.04% | 619 |
|
|
2023
Q3 | $3.13M | Sell |
22,733
-2,920
| -11% | -$396K | 0.04% | 641 |
|
|
2023
Q2 | $3.17M | Sell |
25,653
-3,156
| -11% | -$363K | 0.04% | 704 |
|
|
2023
Q1 | $3.32M | Sell |
28,809
-604
| -2% | -$75.1K | 0.04% | 695 |
|
|
2022
Q4 | $3.21M | Buy |
29,413
+422
| +1% | +$44K | 0.04% | 694 |
|
|
2022
Q3 | $2.38M | Sell |
28,991
-4,939
| -15% | -$467K | 0.03% | 766 |
|
|
2022
Q2 | $3.18M | Sell |
33,930
-1,652
| -5% | -$176K | 0.04% | 660 |
|
|
2022
Q1 | $3.96M | Buy |
35,582
+679
| +2% | +$83.5K | 0.04% | 664 |
|
|
2021
Q4 | $4.74M | Sell |
34,903
-88
| -0.3% | -$12.8K | 0.05% | 588 |
|
|
2021
Q3 | $4.68M | Sell |
34,991
-832
| -2% | -$113K | 0.05% | 565 |
|
|
2021
Q2 | $5.04M | Sell |
35,823
-2,094
| -6% | -$293K | 0.05% | 521 |
|
|
2021
Q1 | $5M | Buy |
37,917
+69
| +0.2% | +$8.43K | 0.05% | 502 |
|
|
2020
Q4 | $4.15M | Buy |
37,848
+232
| +0.6% | +$20.6K | 0.05% | 561 |
|
|
2020
Q3 | $2.46M | Sell |
37,616
-652
| -2% | -$39.6K | 0.03% | 723 |
|
|
2020
Q2 | $2.25M | Buy |
38,268
+678
| +2% | +$36.9K | 0.03% | 773 |
|
|
2020
Q1 | $1.73M | Buy |
37,590
+1,354
| +4% | +$90.7K | 0.03% | 770 |
|
|
2019
Q4 | $2.71M | Sell |
36,236
-617
| -2% | -$47K | 0.03% | 779 |
|
|
2019
Q3 | $2.95M | Sell |
36,853
-403
| -1% | -$33.4K | 0.04% | 686 |
|
|
2019
Q2 | $3.3M | Sell |
37,256
-3
| -0% | -$267 | 0.05% | 627 |
|
|
2019
Q1 | $3.39M | Buy |
37,259
+531
| +1% | +$46.6K | 0.05% | 599 |
|
|
2018
Q4 | $2.63M | Buy |
36,728
+938
| +3% | +$77K | 0.04% | 661 |
|
|
2018
Q3 | $3.6M | Buy |
35,790
+190
| +0.5% | +$20.5K | 0.05% | 593 |
|
|
2018
Q2 | $3.75M | Buy |
35,600
+639
| +2% | +$65.9K | 0.06% | 555 |
|
|
2018
Q1 | $3.05M | Buy |
34,961
+34,211
| +4,561% | +$3.22M | 0.05% | 650 |
|
|
2017
Q4 | $68K | Hold |
750
| – | – | ﹤0.01% | 1172 |
|
|
2017
Q3 | $60K | Hold |
750
| – | – | ﹤0.01% | 1186 |
|
|
2017
Q2 | $53K | Hold |
750
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q1 | $58K | Buy |
+750
| New | +$58.2K | ﹤0.01% | 1189 |
|
|
2015
Q2 | – | Sell |
-775
| Closed | -$40K | – | 1250 |
|
|
2015
Q1 | $40K | Buy |
+775
| New | +$39.4K | ﹤0.01% | 1206 |
|
Other funds holding EVR
Mutual of America Capital Management's EVR Position: Q2 2026 in Review
Mutual of America Capital Management reduced its Evercore (EVR) stake by 3.3% in Q2 2026, selling an estimated $165K and leaving 14,340 shares worth $4.9M. The position accounts for 0.05% of the portfolio, ranked #442.
Mutual of America Capital Management first reported a position in EVR in Q1 2015 and has held it in 39 quarters since. The position peaked at $6.01M in Q3 2025. 469 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Mutual of America Capital Management held 14,340 shares of Evercore worth $4.9M as of Q2 2026.
- Mutual of America Capital Management sold 482 Evercore shares in Q2 2026, an estimated $165K.
- Evercore made up 0.05% of Mutual of America Capital Management's portfolio in Q2 2026, its #442 holding.
- Mutual of America Capital Management first reported a position in Evercore in Q1 2015 and has held it in 39 quarters since.
- Mutual of America Capital Management's Evercore position peaked at $6.01M in Q3 2025.
- 469 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.