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Optas LLC’s Evercore EVR Stock Holding History

Optas LLC’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 		$283K Buy
830
+1
+0.1% +$342 0.04% 340
2026
Q1 		$247K Buy
829
+187
+29% +$61.2K 0.04% 371
2025
Q4 		$218K Sell
642
-504
-44% -$162K 0.03% 411
2025
Q3 		$387K Sell
1,146
-8
-0.7% -$2.51K 0.07% 201
2025
Q2 		$312K Buy
+1,154
New +$254K 0.06% 214

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Optas LLC's EVR Position: Q2 2026 in Review

Optas LLC increased its Evercore (EVR) stake by 0.12% in Q2 2026, buying an estimated $342 and bringing the position to 830 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #340.

Optas LLC first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $387K in Q3 2025. 134 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Optas LLC held 830 shares of Evercore worth $283K as of Q2 2026.
  • Optas LLC bought 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up 0.04% of Optas LLC's portfolio in Q2 2026, its #340 holding.
  • Optas LLC first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • Optas LLC's Evercore position peaked at $387K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.