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Pallas Capital Advisors’s Evercore EVR Stock Holding History

Pallas Capital 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 		$1.92M Sell
6,437
-253
-4% -$82.8K 0.07% 198
2025
Q4 		$2.28M Buy
6,690
+104
+2% +$33.4K 0.08% 200
2025
Q3 		$2.22M Buy
6,586
+9
+0.1% +$2.82K 0.08% 194
2025
Q2 		$1.78M Buy
+6,577
New +$1.45M 0.07% 213

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

Pallas Capital Advisors's EVR Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Evercore (EVR) stake by 3.8% in Q1 2026, selling an estimated $82.8K and leaving 6,437 shares worth $1.92M. The position accounts for 0.07% of the portfolio, ranked #198.

Pallas Capital Advisors first reported a position in EVR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.28M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Pallas Capital Advisors held 6,437 shares of Evercore worth $1.92M as of Q1 2026.
  • Pallas Capital Advisors sold 253 Evercore shares in Q1 2026, an estimated $82.8K.
  • Evercore made up 0.07% of Pallas Capital Advisors's portfolio in Q1 2026, its #198 holding.
  • Pallas Capital Advisors first reported a position in Evercore in Q2 2025 and has held it in 4 quarters since.
  • Pallas Capital Advisors's Evercore position peaked at $2.28M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.