Optima Capital’s Evercore EVR Stock Holding History

Optima Capital’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	–	Sell	-8	Closed	-$2.72K	–	525
2025 Q4	$2.72K	Buy	+8	New	+$2.57K	﹤0.01%	716

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optima Capital's EVR Position: Q1 2026 in Review

Optima Capital sold out of Evercore (EVR) in Q1 2026, closing a stake of 8 shares — an estimated $2.72K sold.

Optima Capital first reported a position in EVR in Q4 2025 and held it in 1 quarter. The position peaked at $2.72K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Optima Capital reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 8 Evercore shares in Q1 2026, an estimated $2.72K.
Optima Capital first reported a position in Evercore in Q4 2025 and held it in 1 quarter.
Optima Capital's Evercore position peaked at $2.72K in Q4 2025.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.