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Osterweis Capital Management’s Evercore EVR Stock Holding History

Osterweis Capital Management’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
-120
Closed -$40.8K – 246
2025
Q4 		$40.8K Hold
120
– – ﹤0.01% 232
2025
Q3 		$40.5K Hold
120
– – ﹤0.01% 220
2025
Q2 		$32.4K Buy
+120
New +$26.4K ﹤0.01% 239

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osterweis Capital Management's EVR Position: Q1 2026 in Review

Osterweis Capital Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 120 shares — an estimated $40.8K sold.

Osterweis Capital Management first reported a position in EVR in Q2 2025 and held it in 3 quarters. The position peaked at $40.8K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Osterweis Capital Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 120 Evercore shares in Q1 2026, an estimated $40.8K.
  • Osterweis Capital Management first reported a position in Evercore in Q2 2025 and held it in 3 quarters.
  • Osterweis Capital Management's Evercore position peaked at $40.8K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.