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North Dakota State Investment Board’s Evercore EVR Stock Holding History

North Dakota State Investment 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 		$374K Buy
1,096
+18
+2% +$6.16K 0.02% 592
2026
Q1 		$322K Sell
1,078
-226
-17% -$74K 0.01% 603
2025
Q4 		$444K Buy
+1,304
New +$419K 0.02% 556

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

North Dakota State Investment Board's EVR Position: Q2 2026 in Review

North Dakota State Investment Board increased its Evercore (EVR) stake by 1.7% in Q2 2026, buying an estimated $6.16K and bringing the position to 1,096 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #592.

North Dakota State Investment Board first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $444K in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • North Dakota State Investment Board held 1,096 shares of Evercore worth $374K as of Q2 2026.
  • North Dakota State Investment Board bought 18 Evercore shares in Q2 2026, an estimated $6.16K.
  • Evercore made up 0.02% of North Dakota State Investment Board's portfolio in Q2 2026, its #592 holding.
  • North Dakota State Investment Board first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • North Dakota State Investment Board's Evercore position peaked at $444K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on North Dakota State Investment Board's 13F filing for Q2 2026, filed 4 Aug 2026.