Osaic Holdings
EVR icon

Osaic Holdings’s Evercore EVR Stock Holding History

Osaic Holdings’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 		$1.74M Buy
5,092
+2,726
+115% +$933K ﹤0.01% 2440
2026
Q1 		$706K Sell
2,366
-520
-18% -$170K ﹤0.01% 3026
2025
Q4 		$982K Sell
2,886
-372
-11% -$120K ﹤0.01% 2716
2025
Q3 		$1.07M Buy
3,258
+841
+35% +$264K ﹤0.01% 2729
2025
Q2 		$650K Sell
2,417
-7
-0.3% -$1.54K ﹤0.01% 2889
2025
Q1 		$484K Sell
2,424
-48
-2% -$12K ﹤0.01% 2903
2024
Q4 		$685K Buy
2,472
+147
+6% +$41.6K ﹤0.01% 2507
2024
Q3 		$589K Buy
2,325
+123
+6% +$29.3K ﹤0.01% 2709
2024
Q2 		$459K Sell
2,202
-7,099
-76% -$1.38M ﹤0.01% 2842
2024
Q1 		$1.79M Sell
9,301
-20,826
-69% -$3.77M ﹤0.01% 1784
2023
Q4 		$5.16M Sell
30,127
-4,596
-13% -$665K 0.01% 1188
2023
Q3 		$4.79M Buy
34,723
+14,483
+72% +$1.97M 0.01% 1334
2023
Q2 		$2.5M Buy
20,240
+234
+1% +$26.9K ﹤0.01% 1681
2023
Q1 		$2.31M Buy
20,006
+203
+1% +$25.2K ﹤0.01% 1706
2022
Q4 		$2.16M Sell
19,803
-454
-2% -$47.4K ﹤0.01% 1699
2022
Q3 		$1.67M Buy
20,257
+1,343
+7% +$127K ﹤0.01% 1767
2022
Q2 		$1.77M Buy
18,914
+638
+3% +$68K ﹤0.01% 1756
2022
Q1 		$2.64M Sell
18,276
-1,119
-6% -$138K 0.01% 1695
2021
Q4 		$2.64M Buy
19,395
+7,738
+66% +$1.13M 0.01% 1545
2021
Q3 		$1.56M Sell
11,657
-239
-2% -$32.5K ﹤0.01% 1937
2021
Q2 		$1.68M Sell
11,896
-214
-2% -$29.9K ﹤0.01% 1877
2021
Q1 		$1.6M Buy
12,110
+714
+6% +$87.2K ﹤0.01% 1812
2020
Q4 		$1.25M Buy
11,396
+4,052
+55% +$361K ﹤0.01% 1840
2020
Q3 		$477K Buy
7,344
+25
+0.3% +$1.52K ﹤0.01% 2469
2020
Q2 		$431K Sell
7,319
-834
-10% -$45.4K ﹤0.01% 2481
2020
Q1 		$380K Buy
+8,153
New +$546K ﹤0.01% 2323

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Osaic Holdings's EVR Position: Q2 2026 in Review

Osaic Holdings increased its Evercore (EVR) stake by 115% in Q2 2026, buying an estimated $933K and bringing the position to 5,092 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Osaic Holdings first reported a position in EVR in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.16M in Q4 2023. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Osaic Holdings held 5,092 shares of Evercore worth $1.74M as of Q2 2026.
  • Osaic Holdings bought 2,726 Evercore shares in Q2 2026, an estimated $933K.
  • Evercore made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2440 holding.
  • Osaic Holdings first reported a position in Evercore in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Evercore position peaked at $5.16M in Q4 2023.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.