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Oppenheimer & Co’s Evercore EVR Stock Holding History

Oppenheimer & Co’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 		$290K Hold
848
– – ﹤0.01% 1491
2026
Q1 		$253K Hold
848
– – ﹤0.01% 1465
2025
Q4 		$289K Buy
848
+6
+0.7% +$1.93K ﹤0.01% 1285
2025
Q3 		$284K Buy
842
+9
+1% +$2.82K ﹤0.01% 1413
2025
Q2 		$225K Buy
+833
New +$183K ﹤0.01% 1458
2025
Q1 		– Sell
-833
Closed -$231K – 1595
2024
Q4 		$231K Hold
833
– – ﹤0.01% 1397
2024
Q3 		$211K Sell
833
-796
-49% -$189K ﹤0.01% 1387
2024
Q2 		$340K Buy
1,629
+31
+2% +$6.03K 0.01% 1146
2024
Q1 		$308K Buy
+1,598
New +$289K 0.01% 1171

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

Oppenheimer & Co's EVR Position: Q2 2026 in Review

Oppenheimer & Co held its Evercore (EVR) position steady in Q2 2026 at 848 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Oppenheimer & Co first reported a position in EVR in Q1 2024 and has held it in 9 quarters since. The position peaked at $340K in Q2 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Oppenheimer & Co held 848 shares of Evercore worth $290K as of Q2 2026.
  • Oppenheimer & Co left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1491 holding.
  • Oppenheimer & Co first reported a position in Evercore in Q1 2024 and has held it in 9 quarters since.
  • Oppenheimer & Co's Evercore position peaked at $340K in Q2 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.