Neuberger Berman Group
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Neuberger Berman Group’s Evercore EVR Stock Holding History

Neuberger Berman Group’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 		$40.6M Buy
118,792
+43,657
+58% +$14.9M 0.03% 555
2026
Q1 		$22.4M Sell
75,135
-105,169
-58% -$34.4M 0.02% 636
2025
Q4 		$61.3M Buy
180,304
+115,719
+179% +$37.2M 0.05% 424
2025
Q3 		$21.8M Buy
64,585
+59,002
+1,057% +$18.5M 0.02% 651
2025
Q2 		$1.51M Sell
5,583
-1,992
-26% -$438K ﹤0.01% 1218
2025
Q1 		$1.51M Sell
7,575
-219,229
-97% -$54.6M ﹤0.01% 1204
2024
Q4 		$62.9M Buy
226,804
+47,112
+26% +$13.3M 0.05% 386
2024
Q3 		$45.5M Sell
179,692
-49,863
-22% -$11.9M 0.04% 460
2024
Q2 		$47.8M Buy
229,555
+68,594
+43% +$13.3M 0.04% 435
2024
Q1 		$31M Sell
160,961
-12,345
-7% -$2.23M 0.03% 555
2023
Q4 		$29.6M Buy
+173,306
New +$25.1M 0.01% 693
2023
Q2 		– Sell
-93,708
Closed -$10.8M – 1837
2023
Q1 		$10.8M Buy
+93,708
New +$11.6M 0.01% 733
2022
Q4 		– Sell
-3,951
Closed -$325K – 1815
2022
Q3 		$325K Sell
3,951
-2,926
-43% -$277K ﹤0.01% 1582
2022
Q2 		$644K Sell
6,877
-554
-7% -$59K ﹤0.01% 1428
2022
Q1 		$827K Sell
7,431
-574
-7% -$70.6K ﹤0.01% 1394
2021
Q4 		$1.08M Buy
8,005
+2,576
+47% +$376K ﹤0.01% 1340
2021
Q3 		$726K Buy
5,429
+1,743
+47% +$237K ﹤0.01% 1387
2021
Q2 		$519K Sell
3,686
-540
-13% -$75.5K ﹤0.01% 1470
2021
Q1 		$557K Buy
4,226
+556
+15% +$67.9K ﹤0.01% 1459
2020
Q4 		$402K Buy
3,670
+30
+0.8% +$2.67K ﹤0.01% 1447
2020
Q3 		$239K Sell
3,640
-51
-1% -$3.1K ﹤0.01% 1509
2020
Q2 		$217K Buy
+3,691
New +$201K ﹤0.01% 1468
2018
Q1 		– Sell
-14,823
Closed -$1.33M – 1692
2017
Q4 		$1.33M Buy
+14,823
New +$1.24M ﹤0.01% 1117
2014
Q3 		– Sell
-29,000
Closed -$1.67M – 1660
2014
Q2 		$1.67M Buy
+29,000
New +$1.59M ﹤0.01% 1148

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

Neuberger Berman Group's EVR Position: Q2 2026 in Review

Neuberger Berman Group increased its Evercore (EVR) stake by 58% in Q2 2026, buying an estimated $14.9M and bringing the position to 118,792 shares worth $40.6M. The position accounts for 0.03% of the portfolio, ranked #555.

Neuberger Berman Group first reported a position in EVR in Q2 2014 and has held it in 24 quarters since. The position peaked at $62.9M in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Neuberger Berman Group held 118,792 shares of Evercore worth $40.6M as of Q2 2026.
  • Neuberger Berman Group bought 43,657 Evercore shares in Q2 2026, an estimated $14.9M.
  • Evercore made up 0.03% of Neuberger Berman Group's portfolio in Q2 2026, its #555 holding.
  • Neuberger Berman Group first reported a position in Evercore in Q2 2014 and has held it in 24 quarters since.
  • Neuberger Berman Group's Evercore position peaked at $62.9M in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.