Parallel Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $294K | Buy |
984
+39
| +4% | +$12.8K | 0.01% | 953 |
|
|
2025
Q4 | $322K | Sell |
945
-372
| -28% | -$120K | 0.01% | 872 |
|
|
2025
Q3 | $444K | Sell |
1,317
-11
| -0.8% | -$3.45K | 0.01% | 701 |
|
|
2025
Q2 | $359K | Sell |
1,328
-19
| -1% | -$4.18K | 0.01% | 761 |
|
|
2025
Q1 | $269K | Sell |
1,347
-81
| -6% | -$20.2K | 0.01% | 825 |
|
|
2024
Q4 | $396K | Buy |
1,428
+5
| +0.4% | +$1.42K | 0.01% | 657 |
|
|
2024
Q3 | $361K | Sell |
1,423
-7
| -0.5% | -$1.67K | 0.01% | 693 |
|
|
2024
Q2 | $298K | Sell |
1,430
-70
| -5% | -$13.6K | 0.01% | 719 |
|
|
2024
Q1 | $289K | Buy |
1,500
+149
| +11% | +$27K | 0.01% | 721 |
|
|
2023
Q4 | $231K | Buy |
1,351
+13
| +1% | +$1.88K | 0.01% | 738 |
|
|
2023
Q3 | $185K | Buy |
1,338
+4
| +0.3% | +$543 | 0.01% | 814 |
|
|
2023
Q2 | $165K | Sell |
1,334
-111
| -8% | -$12.8K | 0.01% | 868 |
|
|
2023
Q1 | $167K | Hold |
1,445
| – | – | 0.01% | 847 |
|
|
2022
Q4 | $158K | Buy |
1,445
+242
| +20% | +$25.3K | 0.01% | 805 |
|
|
2022
Q3 | $99K | Sell |
1,203
-1,399
| -54% | -$132K | ﹤0.01% | 973 |
|
|
2022
Q2 | $244K | Buy |
2,602
+1,264
| +94% | +$135K | 0.01% | 600 |
|
|
2022
Q1 | $153K | Buy |
1,338
+131
| +11% | +$16.1K | 0.01% | 830 |
|
|
2021
Q4 | $164K | Buy |
1,207
+399
| +49% | +$58.2K | 0.01% | 813 |
|
|
2021
Q3 | $108K | Sell |
808
-19
| -2% | -$2.58K | ﹤0.01% | 950 |
|
|
2021
Q2 | $116K | Buy |
827
+16
| +2% | +$2.24K | ﹤0.01% | 893 |
|
|
2021
Q1 | $107K | Buy |
811
+566
| +231% | +$69.1K | 0.01% | 861 |
|
|
2020
Q4 | $27K | Buy |
245
+99
| +68% | +$8.81K | ﹤0.01% | 1360 |
|
|
2020
Q3 | $10K | Buy |
146
+71
| +95% | +$4.31K | ﹤0.01% | 1732 |
|
|
2020
Q2 | $4K | Buy |
75
+52
| +226% | +$2.83K | ﹤0.01% | 2005 |
|
|
2020
Q1 | $1K | Sell |
23
-172
| -88% | -$11.5K | ﹤0.01% | 2259 |
|
|
2019
Q4 | $15K | Hold |
195
| – | – | ﹤0.01% | 1543 |
|
|
2019
Q3 | $16K | Buy |
195
+87
| +81% | +$7.21K | ﹤0.01% | 1457 |
|
|
2019
Q2 | $10K | Sell |
108
-100
| -48% | -$8.9K | ﹤0.01% | 1583 |
|
|
2019
Q1 | $19K | Sell |
208
-53
| -20% | -$4.65K | ﹤0.01% | 1238 |
|
|
2018
Q4 | $18K | Sell |
261
-1,498
| -85% | -$123K | ﹤0.01% | 1092 |
|
|
2018
Q3 | $177K | Buy |
1,759
+1,599
| +999% | +$172K | 0.02% | 422 |
|
|
2018
Q2 | $16K | Buy |
+160
| New | +$16.5K | ﹤0.01% | 1137 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | – | – | 2125 |
|
|
2017
Q2 | $0 | Buy |
+4
| New | +$291 | ﹤0.01% | 2123 |
|
|
2017
Q1 | – | Sell |
-108
| Closed | -$7K | – | 2004 |
|
|
2016
Q4 | $7K | Buy |
+108
| New | +$6.64K | ﹤0.01% | 1231 |
|
Other funds holding EVR
VPM
VCM
Parallel Advisors's EVR Position: Q1 2026 in Review
Parallel Advisors increased its Evercore (EVR) stake by 4.1% in Q1 2026, buying an estimated $12.8K and bringing the position to 984 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #953.
Parallel Advisors first reported a position in EVR in Q4 2016 and has held it in 34 quarters since. The position peaked at $444K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Parallel Advisors held 984 shares of Evercore worth $294K as of Q1 2026.
- Parallel Advisors bought 39 Evercore shares in Q1 2026, an estimated $12.8K.
- Evercore made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #953 holding.
- Parallel Advisors first reported a position in Evercore in Q4 2016 and has held it in 34 quarters since.
- Parallel Advisors's Evercore position peaked at $444K in Q3 2025.
- 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.