New Mexico Educational Retirement Board’s Evercore EVR Stock Holding History

New Mexico Educational Retirement Board’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	$2.73M	Hold	8,000	–	–	0.07%	296
2026 Q1	$2.39M	Hold	8,000	–	–	0.07%	288
2025 Q4	$2.72M	Hold	8,000	–	–	0.08%	228
2025 Q3	$2.7M	Buy	8,000 +700	+10%	+$219K	0.08%	219
2025 Q2	$1.97M	Hold	7,300	–	–	0.06%	313
2025 Q1	$1.46M	Hold	7,300	–	–	0.05%	425
2024 Q4	$2.02M	Hold	7,300	–	–	0.07%	289
2024 Q3	$1.85M	Hold	7,300	–	–	0.06%	341
2024 Q2	$1.52M	Hold	7,300	–	–	0.05%	405
2024 Q1	$1.41M	Hold	7,300	–	–	0.05%	459
2023 Q4	$1.25M	Hold	7,300	–	–	0.05%	485
2023 Q3	$1.01M	Hold	7,300	–	–	0.04%	522
2023 Q2	$902K	Buy	7,300 +800	+12%	+$92K	0.04%	585
2023 Q1	$750K	Buy	6,500 +100	+2%	+$12.4K	0.04%	620
2022 Q4	$698K	Hold	6,400	–	–	0.04%	601
2022 Q3	$526K	Hold	6,400	–	–	0.03%	705
2022 Q2	$599K	Sell	6,400 -2,300	-26%	-$245K	0.03%	694
2022 Q1	$968K	Hold	8,700	–	–	0.04%	628
2021 Q4	$1.18M	Hold	8,700	–	–	0.04%	552
2021 Q3	$1.16M	Hold	8,700	–	–	0.04%	546
2021 Q2	$1.23M	Buy	8,700 +1,600	+23%	+$224K	0.04%	528
2021 Q1	$935K	Hold	7,100	–	–	0.04%	572
2020 Q4	$778K	Sell	7,100 -1,200	-14%	-$107K	0.03%	593
2020 Q3	$543K	Sell	8,300 -1,000	-11%	-$60.7K	0.03%	684
2020 Q2	$548K	Hold	9,300	–	–	0.03%	718
2020 Q1	$428K	Buy	9,300 +2,200	+31%	+$147K	0.03%	702
2019 Q4	$531K	Hold	7,100	–	–	0.02%	756
2019 Q3	$569K	Hold	7,100	–	–	0.03%	709
2019 Q2	$629K	Sell	7,100 -1,200	-14%	-$107K	0.03%	674
2019 Q1	$755K	Hold	8,300	–	–	0.03%	646
2018 Q4	$594K	Sell	8,300 -1,200	-13%	-$98.5K	0.03%	693
2018 Q3	$955K	Hold	9,500	–	–	0.04%	609
2018 Q2	$1M	Sell	9,500 -2,100	-18%	-$217K	0.04%	581
2018 Q1	$1.01M	Buy	+11,600	New	+$1.09M	0.04%	613

Other funds holding EVR

AIM

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

SIMG

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

BTW

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

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

FWIA

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

TWC

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

CPC

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

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

New Mexico Educational Retirement Board's EVR Position: Q2 2026 in Review

New Mexico Educational Retirement Board held its Evercore (EVR) position steady in Q2 2026 at 8,000 shares worth $2.73M. The position accounts for 0.07% of the portfolio, ranked #296.

New Mexico Educational Retirement Board first reported a position in EVR in Q1 2018 and has held it in 34 quarters since. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

New Mexico Educational Retirement Board held 8,000 shares of Evercore worth $2.73M as of Q2 2026.
New Mexico Educational Retirement Board left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.07% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #296 holding.
New Mexico Educational Retirement Board first reported a position in Evercore in Q1 2018 and has held it in 34 quarters since.
243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.