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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
Q2 		$2.14M Buy
6,266
+984
+19% +$337K 0.02% 455
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 $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

OP Asset Management's EVR Position: Q2 2026 in Review

OP Asset Management increased its Evercore (EVR) stake by 19% in Q2 2026, buying an estimated $337K and bringing the position to 6,266 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #455.

OP Asset Management first reported a position in EVR in Q1 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • OP Asset Management held 6,266 shares of Evercore worth $2.14M as of Q2 2026.
  • OP Asset Management bought 984 Evercore shares in Q2 2026, an estimated $337K.
  • Evercore made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #455 holding.
  • OP Asset Management first reported a position in Evercore in Q1 2025 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.