PEAK6
EVR icon

PEAK6’s Evercore EVR Stock Holding History

PEAK6’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 		– Sell
-5,200
Closed -$1.55M – 2876
2026
Q1 		$1.55M Buy
+5,200
New +$1.7M ﹤0.01% 1506

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 $3.38T AUM 44.17% 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

PEAK6's EVR Position: Q2 2026 in Review

PEAK6 sold out of Evercore (EVR) in Q2 2026, closing a stake of 17,138 shares — an estimated $5.86M sold.

PEAK6 first reported a position in EVR in Q1 2025 and held it in 3 quarters. The position peaked at $13.1M in Q2 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • PEAK6 reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • PEAK6 sold 17,138 Evercore shares in Q2 2026, an estimated $5.86M.
  • PEAK6 first reported a position in Evercore in Q1 2025 and held it in 3 quarters.
  • PEAK6's Evercore position peaked at $13.1M in Q2 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.