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EVR icon

&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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's EVR Position: Q1 2026 in Review

&Partners increased its Evercore (EVR) stake by 14% in Q1 2026, buying an estimated $43.9K and bringing the position to 1,103 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

&Partners first reported a position in EVR in Q4 2024 and has held it in 4 quarters since. The position peaked at $364K in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • &Partners held 1,103 shares of Evercore worth $329K as of Q1 2026.
  • &Partners bought 134 Evercore shares in Q1 2026, an estimated $43.9K.
  • Evercore made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1932 holding.
  • &Partners first reported a position in Evercore in Q4 2024 and has held it in 4 quarters since.
  • &Partners's Evercore position peaked at $364K in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.