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Norden Group’s Evercore EVR Stock Holding History

Norden Group’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 		$296K Sell
868
-23
-3% -$7.87K 0.02% 526
2026
Q1 		$266K Sell
891
-80
-8% -$26.2K 0.03% 497
2025
Q4 		$330K Sell
971
-17
-2% -$5.46K 0.03% 438
2025
Q3 		$333K Sell
988
-73
-7% -$22.9K 0.03% 444
2025
Q2 		$286K Sell
1,061
-220
-17% -$48.4K 0.03% 455
2025
Q1 		$256K Buy
1,281
+516
+67% +$129K 0.03% 465
2024
Q4 		$212K Buy
+765
New +$217K 0.02% 497

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

Norden Group's EVR Position: Q2 2026 in Review

Norden Group reduced its Evercore (EVR) stake by 2.6% in Q2 2026, selling an estimated $7.87K and leaving 868 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #526.

Norden Group first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Norden Group held 868 shares of Evercore worth $296K as of Q2 2026.
  • Norden Group sold 23 Evercore shares in Q2 2026, an estimated $7.87K.
  • Evercore made up 0.02% of Norden Group's portfolio in Q2 2026, its #526 holding.
  • Norden Group first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Norden Group's Evercore position peaked at $333K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.