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New Age Alpha Advisors’s Evercore EVR Stock Holding History

New Age Alpha 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 		$2.48M Buy
7,275
+1,775
+32% +$607K 0.11% 250
2026
Q1 		$1.64M Sell
5,500
-115
-2% -$37.7K 0.08% 335
2025
Q4 		$1.91M Sell
5,615
-1,936
-26% -$622K 0.08% 323
2025
Q3 		$2.55M Sell
7,551
-222
-3% -$69.6K 0.11% 260
2025
Q2 		$2.1M Buy
7,773
+586
+8% +$129K 0.09% 302
2025
Q1 		$1.44M Buy
7,187
+168
+2% +$41.9K 0.06% 375
2024
Q4 		$1.95M Buy
+7,019
New +$1.99M 0.08% 324

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

New Age Alpha Advisors's EVR Position: Q2 2026 in Review

New Age Alpha Advisors increased its Evercore (EVR) stake by 32% in Q2 2026, buying an estimated $607K and bringing the position to 7,275 shares worth $2.48M. The position accounts for 0.11% of the portfolio, ranked #250.

New Age Alpha Advisors first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • New Age Alpha Advisors held 7,275 shares of Evercore worth $2.48M as of Q2 2026.
  • New Age Alpha Advisors bought 1,775 Evercore shares in Q2 2026, an estimated $607K.
  • Evercore made up 0.11% of New Age Alpha Advisors's portfolio in Q2 2026, its #250 holding.
  • New Age Alpha Advisors first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Evercore position peaked at $2.55M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.