MCM
EVR icon

MV Capital Management’s Evercore EVR Stock Holding History

MV 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
Q2 		$342 Hold
1
– – ﹤0.01% 1090
2026
Q1 		$299 Buy
+1
New +$327 ﹤0.01% 1040
2025
Q2 		– Sell
-1
Closed -$200 – 1088
2025
Q1 		$200 Buy
+1
New +$249 ﹤0.01% 928
2018
Q4 		– Sell
-47
Closed -$5K – 334
2018
Q3 		$5K Hold
47
– – ﹤0.01% 300
2018
Q2 		$5K Hold
47
– – ﹤0.01% 313
2018
Q1 		$4K Hold
47
– – ﹤0.01% 321
2017
Q4 		$4K Buy
+47
New +$3.92K ﹤0.01% 320

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

MV Capital Management's EVR Position: Q2 2026 in Review

MV Capital Management held its Evercore (EVR) position steady in Q2 2026 at 1 share worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

MV Capital Management first reported a position in EVR in Q4 2017 and has held it in 7 quarters since. The position peaked at $5K in Q3 2018. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • MV Capital Management held 1 share of Evercore worth $342 as of Q2 2026.
  • MV Capital Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1090 holding.
  • MV Capital Management first reported a position in Evercore in Q4 2017 and has held it in 7 quarters since.
  • MV Capital Management's Evercore position peaked at $5K in Q3 2018.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.