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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
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 $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

Oppenheimer & Co's EVR Position: Q1 2026 in Review

Oppenheimer & Co held its Evercore (EVR) position steady in Q1 2026 at 848 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Oppenheimer & Co first reported a position in EVR in Q1 2024 and has held it in 8 quarters since. The position peaked at $340K in Q2 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Oppenheimer & Co held 848 shares of Evercore worth $253K as of Q1 2026.
  • Oppenheimer & Co left its Evercore share count unchanged in Q1 2026.
  • Evercore made up ﹤0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1465 holding.
  • Oppenheimer & Co first reported a position in Evercore in Q1 2024 and has held it in 8 quarters since.
  • Oppenheimer & Co's Evercore position peaked at $340K in Q2 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.