Paralel Advisors’s Evercore EVR Stock Holding History

Paralel 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	$102M	Hold	300,000	–	–	3.96%	7
2026 Q1	$89.6M	Hold	300,000	–	–	3.72%	6
2025 Q4	$102M	Hold	300,000	–	–	3.97%	5
2025 Q3	$101M	Hold	300,000	–	–	3.94%	6
2025 Q2	$81M	Hold	300,000	–	–	3.3%	8
2025 Q1	$59.9M	Hold	300,000	–	–	2.49%	9
2024 Q4	$83.2M	Hold	300,000	–	–	3.55%	7
2024 Q3	$76M	Hold	300,000	–	–	3.32%	7
2024 Q2	$62.5M	Hold	300,000	–	–	2.99%	7
2024 Q1	$57.8M	Hold	300,000	–	–	2.65%	10
2023 Q4	$51.3M	Hold	300,000	–	–	2.63%	13
2023 Q3	$41.4M	Hold	300,000	–	–	2.29%	13
2023 Q2	$37.1M	Hold	300,000	–	–	1.98%	16
2023 Q1	$34.6M	Hold	300,000	–	–	1.94%	16
2022 Q4	$32.7M	Hold	300,000	–	–	1.93%	14
2022 Q3	$24.7M	Buy	300,000 +175,000	+140%	+$16.5M	1.73%	16
2022 Q2	$11.7M	Hold	125,000	–	–	0.78%	21
2022 Q1	$13.9M	Hold	125,000	–	–	0.77%	23
2021 Q4	$17M	Buy	+125,000	New	+$18.2M	0.98%	23

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Paralel Advisors's EVR Position: Q2 2026 in Review

Paralel Advisors held its Evercore (EVR) position steady in Q2 2026 at 300,000 shares worth $102M. The position accounts for 3.96% of the portfolio, ranked #7.

Paralel Advisors first reported a position in EVR in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Paralel Advisors held 300,000 shares of Evercore worth $102M as of Q2 2026.
Paralel Advisors left its Evercore share count unchanged in Q2 2026.
Evercore made up 3.96% of Paralel Advisors's portfolio in Q2 2026, its #7 holding.
Paralel Advisors first reported a position in Evercore in Q4 2021 and has held it in 19 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Paralel Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.