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	$785K	Sell	2,300 -70,800	-97%	-$24.2M	﹤0.01%	1792
2026 Q1	$21.8M	Buy	+73,100	New	+$23.9M	0.05%	335
2025 Q2	–	Sell	-11,100	Closed	-$2.22M	–	3135
2025 Q1	$2.22M	Buy	+11,100	New	+$2.77M	0.01%	1365

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 $3.38T AUM 44.17% 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

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.