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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
Q2 		$2.37M Buy
6,951
+514
+8% +$176K 0.07% 191
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 $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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's EVR Position: Q2 2026 in Review

Pallas Capital Advisors increased its Evercore (EVR) stake by 8% in Q2 2026, buying an estimated $176K and bringing the position to 6,951 shares worth $2.37M. The position accounts for 0.07% of the portfolio, ranked #191.

Pallas Capital Advisors first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Pallas Capital Advisors held 6,951 shares of Evercore worth $2.37M as of Q2 2026.
  • Pallas Capital Advisors bought 514 Evercore shares in Q2 2026, an estimated $176K.
  • Evercore made up 0.07% of Pallas Capital Advisors's portfolio in Q2 2026, its #191 holding.
  • Pallas Capital Advisors first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.