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OP Asset Management’s Evercore EVR Stock Holding History

OP Asset 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
Q1 		$1.58M Buy
+5,282
New +$1.73M 0.02% 516
2025
Q2 		– Sell
-349
Closed -$69.7K – 814
2025
Q1 		$69.7K Buy
+349
New +$87K ﹤0.01% 789

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OP Asset Management's EVR Position: Q1 2026 in Review

OP Asset Management opened a new position in Evercore (EVR) in Q1 2026: 5,282 shares worth $1.58M. The stake represents 0.02% of the portfolio and ranks #516 among its holdings. This is a return to the name: OP Asset Management previously reported a position in EVR as recently as Q1 2025.

OP Asset Management first reported a position in EVR in Q1 2025 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • OP Asset Management held 5,282 shares of Evercore worth $1.58M as of Q1 2026.
  • Evercore was a new OP Asset Management position in Q1 2026.
  • Evercore made up 0.02% of OP Asset Management's portfolio in Q1 2026, its #516 holding.
  • OP Asset Management first reported a position in Evercore in Q1 2025 and has held it in 2 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.