PAS
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Park Avenue Securities’s Evercore EVR Stock Holding History

Park Avenue Securities’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 		$301K Sell
880
-140
-14% -$47.9K ﹤0.01% 1527
2026
Q1 		$304K Buy
1,020
+191
+23% +$62.5K ﹤0.01% 1301
2025
Q4 		$282K Sell
829
-78
-9% -$25.1K ﹤0.01% 1341
2025
Q3 		$306K Sell
907
-69
-7% -$21.6K ﹤0.01% 1408
2025
Q2 		$264K Buy
+976
New +$215K ﹤0.01% 1323
2025
Q1 		– Sell
-959
Closed -$266K – 1281
2024
Q4 		$266K Buy
+959
New +$272K ﹤0.01% 1327
2024
Q3 		– Sell
-1,139
Closed -$237K – 1402
2024
Q2 		$237K Sell
1,139
-1,268
-53% -$247K ﹤0.01% 1259
2024
Q1 		$464K Sell
2,407
-713
-23% -$129K 0.01% 987
2023
Q4 		$534K Buy
3,120
+278
+10% +$40.2K 0.01% 882
2023
Q3 		$392K Buy
+2,842
New +$386K 0.01% 932
2023
Q1 		– Sell
-3,236
Closed -$353K – 844
2022
Q4 		$353K Sell
3,236
-32
-1% -$3.34K 0.01% 915
2022
Q3 		$269K Sell
3,268
-561
-15% -$53K 0.01% 946
2022
Q2 		$358K Buy
3,829
+855
+29% +$91.1K 0.01% 837
2022
Q1 		$331K Sell
2,974
-294
-9% -$36.2K 0.01% 910
2021
Q4 		$444K Buy
3,268
+567
+21% +$82.7K 0.01% 760
2021
Q3 		$361K Buy
2,701
+322
+14% +$43.8K 0.01% 785
2021
Q2 		$335K Buy
2,379
+94
+4% +$13.1K 0.01% 798
2021
Q1 		$301K Buy
2,285
+30
+1% +$3.66K 0.01% 771
2020
Q4 		$247K Buy
+2,255
New +$201K 0.01% 755

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Park Avenue Securities's EVR Position: Q2 2026 in Review

Park Avenue Securities reduced its Evercore (EVR) stake by 14% in Q2 2026, selling an estimated $47.9K and leaving 880 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Park Avenue Securities first reported a position in EVR in Q4 2020 and has held it in 19 quarters since. The position peaked at $534K in Q4 2023. 237 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Park Avenue Securities held 880 shares of Evercore worth $301K as of Q2 2026.
  • Park Avenue Securities sold 140 Evercore shares in Q2 2026, an estimated $47.9K.
  • Evercore made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1527 holding.
  • Park Avenue Securities first reported a position in Evercore in Q4 2020 and has held it in 19 quarters since.
  • Park Avenue Securities's Evercore position peaked at $534K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.