PAM
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Paradigm Asset Management’s Evercore EVR Stock Holding History

Paradigm Asset 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
Q2 		$273K Buy
+800
New +$274K 0.06% 244
2013
Q4 		– Sell
-10,450
Closed -$514K – 806
2013
Q3 		$514K Sell
10,450
-6,750
-39% -$311K 0.08% 254
2013
Q2 		$676K Buy
+17,200
New +$666K 0.12% 218

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

Paradigm Asset Management's EVR Position: Q2 2026 in Review

Paradigm Asset Management opened a new position in Evercore (EVR) in Q2 2026: 800 shares worth $273K. The stake represents 0.06% of the portfolio and ranks #244 among its holdings. This is a return to the name: Paradigm Asset Management previously reported a position in EVR as recently as Q3 2013.

Paradigm Asset Management first reported a position in EVR in Q2 2013 and has held it in 3 quarters since. The position peaked at $676K in Q2 2013. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Paradigm Asset Management held 800 shares of Evercore worth $273K as of Q2 2026.
  • Evercore was a new Paradigm Asset Management position in Q2 2026.
  • Evercore made up 0.06% of Paradigm Asset Management's portfolio in Q2 2026, its #244 holding.
  • Paradigm Asset Management first reported a position in Evercore in Q2 2013 and has held it in 3 quarters since.
  • Paradigm Asset Management's Evercore position peaked at $676K in Q2 2013.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Paradigm Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.