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&Partners’s Evercore EVR Stock Holding History

&Partners’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 		$940K Buy
2,754
+1,651
+150% +$565K ﹤0.01% 1451
2026
Q1 		$329K Buy
1,103
+134
+14% +$43.9K ﹤0.01% 1932
2025
Q4 		$330K Buy
969
+76
+9% +$24.4K ﹤0.01% 1861
2025
Q3 		$301K Buy
+893
New +$280K ﹤0.01% 1747
2025
Q1 		– Sell
-1,287
Closed -$364K – 1774
2024
Q4 		$364K Buy
+1,287
New +$365K ﹤0.01% 1230

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

&Partners's EVR Position: Q2 2026 in Review

&Partners increased its Evercore (EVR) stake by 150% in Q2 2026, buying an estimated $565K and bringing the position to 2,754 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

&Partners first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • &Partners held 2,754 shares of Evercore worth $940K as of Q2 2026.
  • &Partners bought 1,651 Evercore shares in Q2 2026, an estimated $565K.
  • Evercore made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1451 holding.
  • &Partners first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.