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O'Rourke & Company’s Evercore EVR Stock Holding History

O'Rourke & Company’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 		$800K Sell
2,680
-49
-2% -$16K 0.32% 79
2025
Q4 		$928K Sell
2,729
-82
-3% -$26.4K 0.36% 64
2025
Q3 		$948K Sell
2,811
-162
-5% -$50.8K 0.4% 59
2025
Q2 		$803K Buy
2,973
+62
+2% +$13.6K 0.37% 65
2025
Q1 		$581K Sell
2,911
-3
-0.1% -$747 0.29% 75
2024
Q4 		$808K Sell
2,914
-331
-10% -$93.8K 0.4% 57
2024
Q3 		$822K Buy
3,245
+149
+5% +$35.5K 0.41% 54
2024
Q2 		$645K Buy
3,096
+1
+0% +$195 0.36% 59
2024
Q1 		$596K Buy
3,095
+91
+3% +$16.5K 0.35% 63
2023
Q4 		$514K Buy
3,004
+118
+4% +$17.1K 0.33% 63
2023
Q3 		$398K Buy
2,886
+4
+0.1% +$543 0.29% 70
2023
Q2 		$356K Buy
2,882
+130
+5% +$15K 0.25% 85
2023
Q1 		$317K Buy
2,752
+41
+2% +$5.1K 0.24% 94
2022
Q4 		$296K Buy
2,711
+114
+4% +$11.9K 0.23% 98
2022
Q3 		$214K Buy
2,597
+2
+0.1% +$189 0.19% 113
2022
Q2 		$243K Sell
2,595
-188
-7% -$20K 0.21% 100
2022
Q1 		$310K Buy
2,783
+1
+0% +$123 0.21% 95
2021
Q4 		$378K Buy
+2,782
New +$406K 0.25% 79

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

O'Rourke & Company's EVR Position: Q1 2026 in Review

O'Rourke & Company reduced its Evercore (EVR) stake by 1.8% in Q1 2026, selling an estimated $16K and leaving 2,680 shares worth $800K. The position accounts for 0.32% of the portfolio, ranked #79.

O'Rourke & Company first reported a position in EVR in Q4 2021 and has held it in 18 quarters since. The position peaked at $948K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • O'Rourke & Company held 2,680 shares of Evercore worth $800K as of Q1 2026.
  • O'Rourke & Company sold 49 Evercore shares in Q1 2026, an estimated $16K.
  • Evercore made up 0.32% of O'Rourke & Company's portfolio in Q1 2026, its #79 holding.
  • O'Rourke & Company first reported a position in Evercore in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's Evercore position peaked at $948K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.