Nisa Investment Advisors
EVR icon

Nisa Investment Advisors’s Evercore EVR Stock Holding History

Nisa Investment 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
Q1 		$821K Buy
2,749
+31
+1% +$10.2K ﹤0.01% 840
2025
Q4 		$925K Sell
2,718
-696
-20% -$224K ﹤0.01% 839
2025
Q3 		$1.15M Hold
3,414
– – ﹤0.01% 803
2025
Q2 		$922K Sell
3,414
-271
-7% -$59.6K ﹤0.01% 832
2025
Q1 		$736K Sell
3,685
-100
-3% -$24.9K ﹤0.01% 900
2024
Q4 		$1.05M Sell
3,785
-5,635
-60% -$1.6M ﹤0.01% 851
2024
Q3 		$2.39M Buy
9,420
+5,735
+156% +$1.37M 0.01% 625
2024
Q2 		$768K Hold
3,685
– – ﹤0.01% 943
2024
Q1 		$710K Sell
3,685
-5,920
-62% -$1.07M ﹤0.01% 968
2023
Q4 		$1.64M Sell
9,605
-2,725
-22% -$395K 0.01% 716
2023
Q3 		$1.7M Sell
12,330
-2,912
-19% -$395K 0.01% 712
2023
Q2 		$1.88M Sell
15,242
-1,281
-8% -$147K 0.01% 691
2023
Q1 		$1.91M Sell
16,523
-13,287
-45% -$1.65M 0.01% 678
2022
Q4 		$3.25M Sell
29,810
-2,158
-7% -$225K 0.03% 575
2022
Q3 		$2.65M Buy
31,968
+951
+3% +$89.9K 0.02% 552
2022
Q2 		$2.9M Buy
31,017
+26,892
+652% +$2.87M 0.03% 530
2022
Q1 		$459K Sell
4,125
-130
-3% -$16K ﹤0.01% 1107
2021
Q4 		$531K Sell
4,255
-24,292
-85% -$3.54M ﹤0.01% 996
2021
Q3 		$3.82K Buy
28,547
+24,242
+563% +$3.29M 0.02% 521
2021
Q2 		$606 Hold
4,305
– – ﹤0.01% 1087
2021
Q1 		$567 Sell
4,305
-70,115
-94% -$8.56M ﹤0.01% 1134
2020
Q4 		$8.16M Buy
74,420
+69,095
+1,298% +$6.15M 0.05% 312
2020
Q3 		$349K Hold
5,325
– – ﹤0.01% 1147
2020
Q2 		$314K Buy
5,325
+3,500
+192% +$190K ﹤0.01% 1173
2020
Q1 		$84K Hold
1,825
– – ﹤0.01% 1417
2019
Q4 		$136K Sell
1,825
-995
-35% -$75.8K ﹤0.01% 1390
2019
Q3 		$226K Hold
2,820
– – ﹤0.01% 1286
2019
Q2 		$250K Hold
2,820
– – ﹤0.01% 1269
2019
Q1 		$257K Buy
2,820
+200
+8% +$17.6K ﹤0.01% 1239
2018
Q4 		$187K Hold
2,620
– – ﹤0.01% 1259
2018
Q3 		$263K Buy
2,620
+1,100
+72% +$119K ﹤0.01% 1248
2018
Q2 		$160K Sell
1,520
-40
-3% -$4.13K ﹤0.01% 1296
2018
Q1 		$144K Sell
1,560
-110
-7% -$10.4K ﹤0.01% 1291
2017
Q4 		$150K Hold
1,670
– – ﹤0.01% 1317
2017
Q3 		$134K Buy
1,670
+700
+72% +$52.6K ﹤0.01% 1324
2017
Q2 		$66K Buy
970
+700
+259% +$50.9K ﹤0.01% 1389
2017
Q1 		$21K Sell
270
-230
-46% -$17.9K ﹤0.01% 1495
2016
Q4 		$34K Hold
500
– – ﹤0.01% 1494
2016
Q3 		$26K Hold
500
– – ﹤0.01% 1560
2016
Q2 		$22K Hold
500
– – ﹤0.01% 1587
2016
Q1 		$26K Buy
+500
New +$23.9K ﹤0.01% 1521

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nisa Investment Advisors's EVR Position: Q1 2026 in Review

Nisa Investment Advisors increased its Evercore (EVR) stake by 1.1% in Q1 2026, buying an estimated $10.2K and bringing the position to 2,749 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Nisa Investment Advisors first reported a position in EVR in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.16M in Q4 2020. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Nisa Investment Advisors held 2,749 shares of Evercore worth $821K as of Q1 2026.
  • Nisa Investment Advisors bought 31 Evercore shares in Q1 2026, an estimated $10.2K.
  • Evercore made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #840 holding.
  • Nisa Investment Advisors first reported a position in Evercore in Q1 2016 and has held it in 41 quarters since.
  • Nisa Investment Advisors's Evercore position peaked at $8.16M in Q4 2020.
  • 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.