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New York Life Investment Management’s Evercore EVR Stock Holding History

New York Life Investment 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 		$1.66M Buy
+4,859
New +$1.66M 0.01% 589
2024
Q1 		– Sell
-2,993
Closed -$512K – 1392
2023
Q4 		$512K Sell
2,993
-88
-3% -$12.7K 0.01% 820
2023
Q3 		$425K Sell
3,081
-491
-14% -$66.7K ﹤0.01% 830
2023
Q2 		$441K Sell
3,572
-648
-15% -$74.5K ﹤0.01% 839
2023
Q1 		$487K Buy
+4,220
New +$524K 0.01% 765

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

New York Life Investment Management's EVR Position: Q2 2026 in Review

New York Life Investment Management opened a new position in Evercore (EVR) in Q2 2026: 4,859 shares worth $1.66M. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: New York Life Investment Management previously reported a position in EVR as recently as Q4 2023.

New York Life Investment Management first reported a position in EVR in Q1 2023 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • New York Life Investment Management held 4,859 shares of Evercore worth $1.66M as of Q2 2026.
  • Evercore was a new New York Life Investment Management position in Q2 2026.
  • Evercore made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #589 holding.
  • New York Life Investment Management first reported a position in Evercore in Q1 2023 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.