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PDT Partners’s Evercore EVR Stock Holding History

PDT 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 		$597K Hold
2,000
– – 0.04% 402
2025
Q4 		$681K Hold
2,000
– – 0.04% 382
2025
Q3 		$675K Hold
2,000
– – 0.04% 412
2025
Q2 		$540K Buy
+2,000
New +$440K 0.03% 515
2024
Q3 		– Sell
-4,602
Closed -$959K – 752
2024
Q2 		$959K Sell
4,602
-1,411
-23% -$275K 0.09% 344
2024
Q1 		$1.16M Buy
6,013
+436
+8% +$78.9K 0.11% 301
2023
Q4 		$954K Sell
5,577
-7,453
-57% -$1.08M 0.11% 295
2023
Q3 		$1.8M Hold
13,030
– – 0.23% 150
2023
Q2 		$1.61M Hold
13,030
– – 0.22% 157
2023
Q1 		$1.5M Buy
13,030
+7,686
+144% +$955K 0.2% 179
2022
Q4 		$583K Sell
5,344
-5,292
-50% -$552K 0.09% 356
2022
Q3 		$875K Buy
10,636
+2,594
+32% +$245K 0.13% 259
2022
Q2 		$753K Hold
8,042
– – 0.07% 477
2022
Q1 		$895K Buy
+8,042
New +$989K 0.08% 407
2021
Q4 		– Sell
-4,528
Closed -$605K – 911
2021
Q3 		$605K Hold
4,528
– – 0.04% 429
2021
Q2 		$637K Sell
4,528
-2,272
-33% -$318K 0.04% 464
2021
Q1 		$896K Buy
+6,800
New +$830K 0.06% 391
2020
Q2 		– Sell
-9,600
Closed -$442K – 708
2020
Q1 		$442K Buy
+9,600
New +$643K 0.04% 403
2015
Q3 		– Sell
-10,223
Closed -$552K – 1351
2015
Q2 		$552K Sell
10,223
-28,873
-74% -$1.47M 0.01% 942
2015
Q1 		$2.02M Buy
+39,096
New +$1.99M 0.05% 452
2014
Q2 		– Sell
-8,000
Closed -$442K – 1461
2014
Q1 		$442K Buy
+8,000
New +$458K 0.01% 1005
2013
Q4 		– Sell
-17,294
Closed -$851K – 785
2013
Q3 		$851K Sell
17,294
-12,415
-42% -$571K 0.02% 828
2013
Q2 		$1.17M Buy
+29,709
New +$1.15M 0.03% 757

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

PDT Partners's EVR Position: Q1 2026 in Review

PDT Partners held its Evercore (EVR) position steady in Q1 2026 at 2,000 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #402.

PDT Partners first reported a position in EVR in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.02M in Q1 2015. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • PDT Partners held 2,000 shares of Evercore worth $597K as of Q1 2026.
  • PDT Partners left its Evercore share count unchanged in Q1 2026.
  • Evercore made up 0.04% of PDT Partners's portfolio in Q1 2026, its #402 holding.
  • PDT Partners first reported a position in Evercore in Q2 2013 and has held it in 23 quarters since.
  • PDT Partners's Evercore position peaked at $2.02M in Q1 2015.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

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