New England Research & Management’s Evercore EVR Stock Holding History

New England Research & 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	$284K	Buy	+831	New	+$284K	0.11%	124

Other funds holding EVR

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

New England Research & Management's EVR Position: Q2 2026 in Review

New England Research & Management opened a new position in Evercore (EVR) in Q2 2026: 831 shares worth $284K. The stake represents 0.11% of the portfolio and ranks #124 among its holdings.

243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

New England Research & Management held 831 shares of Evercore worth $284K as of Q2 2026.
Evercore was a new New England Research & Management position in Q2 2026.
Evercore made up 0.11% of New England Research & Management's portfolio in Q2 2026, its #124 holding.
243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.