Pacer Advisors
EVR icon

Pacer Advisors’s Evercore EVR Stock Holding History

Pacer Advisors’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 		$1.36M Sell
4,558
-73
-2% -$23.9K ﹤0.01% 1086
2025
Q4 		$1.58M Sell
4,631
-500
-10% -$161K ﹤0.01% 1224
2025
Q3 		$1.73M Buy
5,131
+1,986
+63% +$622K ﹤0.01% 1156
2025
Q2 		$849K Buy
+3,145
New +$692K ﹤0.01% 1291
2025
Q1 		– Sell
-8,019
Closed -$2.22M – 3687
2024
Q4 		$2.22M Buy
8,019
+2,832
+55% +$802K ﹤0.01% 929
2024
Q3 		$1.31M Sell
5,187
-1,513
-23% -$360K ﹤0.01% 1199
2024
Q2 		$1.4M Sell
6,700
-842
-11% -$164K ﹤0.01% 1125
2024
Q1 		$1.45M Buy
7,542
+1,312
+21% +$237K ﹤0.01% 1025
2023
Q4 		$1.07M Buy
6,230
+1,196
+24% +$173K ﹤0.01% 1115
2023
Q3 		$694K Sell
5,034
-1,166
-19% -$158K ﹤0.01% 989
2023
Q2 		$766K Buy
+6,200
New +$713K ﹤0.01% 1268
2023
Q1 		– Sell
-6,823
Closed -$744K – 2247
2022
Q4 		$744K Buy
+6,823
New +$712K ﹤0.01% 1004
2022
Q1 		– Sell
-6,208
Closed -$843K – 2361
2021
Q4 		$843K Sell
6,208
-136
-2% -$19.8K 0.01% 1308
2021
Q3 		$848K Buy
6,344
+1,910
+43% +$260K 0.01% 938
2021
Q2 		$624K Sell
4,434
-51
-1% -$7.13K 0.01% 1047
2021
Q1 		$591K Sell
4,485
-48
-1% -$5.86K 0.01% 984
2020
Q4 		$497K Sell
4,533
-5,281
-54% -$470K 0.01% 980
2020
Q3 		$642K Buy
+9,814
New +$596K 0.01% 900
2020
Q1 		– Sell
-13,278
Closed -$993K – 816
2019
Q4 		$993K Sell
13,278
-1,881
-12% -$143K 0.04% 548
2019
Q3 		$1.21M Sell
15,159
-1,155
-7% -$95.7K 0.03% 740
2019
Q2 		$1.45M Buy
+16,314
New +$1.45M 0.04% 644
2018
Q4 		– Sell
-14,475
Closed -$1.46M – 710
2018
Q3 		$1.46M Buy
14,475
+1,593
+12% +$172K 0.05% 466
2018
Q2 		$1.36M Buy
+12,882
New +$1.33M 0.06% 465

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

Pacer Advisors's EVR Position: Q1 2026 in Review

Pacer Advisors reduced its Evercore (EVR) stake by 1.6% in Q1 2026, selling an estimated $23.9K and leaving 4,558 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Pacer Advisors first reported a position in EVR in Q2 2018 and has held it in 23 quarters since. The position peaked at $2.22M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Pacer Advisors held 4,558 shares of Evercore worth $1.36M as of Q1 2026.
  • Pacer Advisors sold 73 Evercore shares in Q1 2026, an estimated $23.9K.
  • Evercore made up ﹤0.01% of Pacer Advisors's portfolio in Q1 2026, its #1086 holding.
  • Pacer Advisors first reported a position in Evercore in Q2 2018 and has held it in 23 quarters since.
  • Pacer Advisors's Evercore position peaked at $2.22M in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Pacer Advisors's 13F filing for Q1 2026, filed 6 May 2026.