Pathstone Holdings
EVR icon

Pathstone Holdings’s Evercore EVR Stock Holding History

Pathstone Holdings’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 		$2.99M Buy
8,770
+175
+2% +$59.9K 0.01% 899
2026
Q1 		$2.57M Buy
8,595
+1,676
+24% +$549K 0.01% 896
2025
Q4 		$2.35M Sell
6,919
-816
-11% -$262K 0.01% 933
2025
Q3 		$2.61M Sell
7,735
-1,885
-20% -$591K 0.01% 880
2025
Q2 		$2.6M Sell
9,620
-2,318
-19% -$510K 0.01% 854
2025
Q1 		$2.38M Sell
11,938
-76
-0.6% -$18.9K 0.01% 881
2024
Q4 		$3.33M Sell
12,014
-192
-2% -$54.4K 0.01% 716
2024
Q3 		$3.09M Sell
12,206
-834
-6% -$199K 0.01% 750
2024
Q2 		$2.72M Buy
13,040
+1,681
+15% +$327K 0.01% 779
2024
Q1 		$2.19M Buy
11,359
+4,188
+58% +$758K 0.01% 857
2023
Q4 		$1.23M Buy
+7,171
New +$1.04M 0.01% 958

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

Pathstone Holdings's EVR Position: Q2 2026 in Review

Pathstone Holdings increased its Evercore (EVR) stake by 2% in Q2 2026, buying an estimated $59.9K and bringing the position to 8,770 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #899.

Pathstone Holdings first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.33M in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Pathstone Holdings held 8,770 shares of Evercore worth $2.99M as of Q2 2026.
  • Pathstone Holdings bought 175 Evercore shares in Q2 2026, an estimated $59.9K.
  • Evercore made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #899 holding.
  • Pathstone Holdings first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Evercore position peaked at $3.33M in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.