PCM Encore’s Evercore EVR Stock Holding History

PCM Encore’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	$311K	Sell	911 -1	-0.1%	-$342	0.05%	321
2026 Q1	$272K	Buy	912 +2	+0.2%	+$655	0.06%	340
2025 Q4	$310K	Buy	+910	New	+$292K	0.07%	296

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PCM Encore's EVR Position: Q2 2026 in Review

PCM Encore reduced its Evercore (EVR) stake by 0.11% in Q2 2026, selling an estimated $342 and leaving 911 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #321.

PCM Encore first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

PCM Encore held 911 shares of Evercore worth $311K as of Q2 2026.
PCM Encore sold 1 Evercore share in Q2 2026, an estimated $342.
Evercore made up 0.05% of PCM Encore's portfolio in Q2 2026, its #321 holding.
PCM Encore first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on PCM Encore's 13F filing for Q2 2026, filed 11 Aug 2026.