Oregon Public Employees Retirement Fund’s Evercore EVR Stock Holding History

Oregon Public Employees Retirement Fund’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	$2.72M	Buy	7,971 +15	+0.2%	+$5.13K	0.03%	444
2026 Q1	$2.37M	Buy	7,956 +197	+3%	+$64.5K	0.03%	444
2025 Q4	$2.64M	Buy	7,759 +27	+0.3%	+$8.68K	0.03%	400
2025 Q3	$2.61M	Buy	7,732 +354	+5%	+$111K	0.03%	403
2025 Q2	$1.99M	Buy	7,378 +200	+3%	+$44K	0.04%	430
2025 Q1	$1.43M	Sell	7,178 -53	-0.7%	-$13.2K	0.03%	567
2024 Q4	$2M	Hold	7,231	–	–	0.04%	413
2024 Q3	$1.83M	Sell	7,231 -116	-2%	-$27.6K	0.03%	456
2024 Q2	$1.53M	Sell	7,347 -1,251	-15%	-$243K	0.03%	514
2024 Q1	$1.66M	Sell	8,598 -1,200	-12%	-$217K	0.03%	539
2023 Q4	$1.68M	Sell	9,798 -29	-0.3%	-$4.2K	0.03%	593
2023 Q3	$1.35M	Sell	9,827 -400	-4%	-$54.3K	0.02%	771
2023 Q2	$1.26M	Sell	10,227 -200	-2%	-$23K	0.02%	863
2023 Q1	$1.2M	Sell	10,427 -87	-0.8%	-$10.8K	0.01%	884
2022 Q4	$1.15M	Hold	10,514	–	–	0.01%	892
2022 Q3	$865K	Sell	10,514 -753	-7%	-$71.2K	0.01%	998
2022 Q2	$1.05M	Sell	11,267 -1,200	-10%	-$128K	0.02%	779
2022 Q1	$1.39M	Sell	12,467 -412	-3%	-$50.7K	0.01%	914
2021 Q4	$1.75M	Sell	12,879 -916	-7%	-$134K	0.02%	688
2021 Q3	$1.84M	Sell	13,795 -182	-1%	-$24.7K	0.02%	641
2021 Q2	$1.97M	Buy	13,977 +406	+3%	+$56.8K	0.02%	630
2021 Q1	$1.79M	Hold	13,571	–	–	0.02%	645
2020 Q4	$1.49M	Sell	13,571 -231	-2%	-$20.6K	0.02%	666
2020 Q3	$903K	Sell	13,802 -657	-5%	-$39.9K	0.01%	821
2020 Q2	$852K	Sell	14,459 -200	-1%	-$10.9K	0.01%	873
2020 Q1	$675K	Sell	14,659 -1,161	-7%	-$77.8K	0.01%	891
2019 Q4	$1.18M	Sell	15,820 -1,090	-6%	-$83.1K	0.02%	810
2019 Q3	$1.35M	Buy	16,910 +325	+2%	+$26.9K	0.02%	812
2019 Q2	$1.47M	Buy	16,585 +529	+3%	+$47.1K	0.02%	766
2019 Q1	$1.46M	Hold	16,056	–	–	0.02%	754
2018 Q4	$1.15M	Hold	16,056	–	–	0.02%	823
2018 Q3	$1.61M	Buy	16,056 +10,995	+217%	+$1.18M	0.02%	744
2018 Q2	$534K	Buy	+5,061	New	+$522K	0.01%	1075

Other funds holding EVR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Oregon Public Employees Retirement Fund's EVR Position: Q2 2026 in Review

Oregon Public Employees Retirement Fund increased its Evercore (EVR) stake by 0.19% in Q2 2026, buying an estimated $5.13K and bringing the position to 7,971 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #444.

Oregon Public Employees Retirement Fund first reported a position in EVR in Q2 2018 and has held it in 33 quarters since. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Oregon Public Employees Retirement Fund held 7,971 shares of Evercore worth $2.72M as of Q2 2026.
Oregon Public Employees Retirement Fund bought 15 Evercore shares in Q2 2026, an estimated $5.13K.
Evercore made up 0.03% of Oregon Public Employees Retirement Fund's portfolio in Q2 2026, its #444 holding.
Oregon Public Employees Retirement Fund first reported a position in Evercore in Q2 2018 and has held it in 33 quarters since.
354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Oregon Public Employees Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.