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 Q3	$218K	Hold	848	–	–	﹤0.01%	1595
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Oppenheimer & Co's EVR Position: Q3 2026 in Review

Oppenheimer & Co held its Evercore (EVR) position steady in Q3 2026 at 848 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Oppenheimer & Co first reported a position in EVR in Q1 2024 and has held it in 10 quarters since. The position peaked at $340K in Q2 2024. 304 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Oppenheimer & Co held 848 shares of Evercore worth $218K as of Q3 2026.
Oppenheimer & Co left its Evercore share count unchanged in Q3 2026.
Evercore made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1595 holding.
Oppenheimer & Co first reported a position in Evercore in Q1 2024 and has held it in 10 quarters since.
Oppenheimer & Co's Evercore position peaked at $340K in Q2 2024.
304 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.