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 Q1	$1.55M	Buy	+5,200	New	+$1.7M	﹤0.01%	1506

Other funds holding EVR

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PEAK6's EVR Position: Q1 2026 in Review

PEAK6 opened a new position in Evercore (EVR) in Q1 2026: 17,138 shares worth $5.12M. The stake represents 0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: PEAK6 previously reported a position in EVR as recently as Q2 2025.

PEAK6 first reported a position in EVR in Q1 2025 and has held it in 3 quarters since. The position peaked at $13.1M in Q2 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

PEAK6 held 17,138 shares of Evercore worth $5.12M as of Q1 2026.
Evercore was a new PEAK6 position in Q1 2026.
Evercore made up 0.01% of PEAK6's portfolio in Q1 2026, its #890 holding.
PEAK6 first reported a position in Evercore in Q1 2025 and has held it in 3 quarters since.
PEAK6's Evercore position peaked at $13.1M in Q2 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.