Penserra Capital Management’s Evercore EVR Stock Holding History

Penserra Capital Management’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	$851K	Buy	2,852 +1,904	+201%	+$623K	0.01%	492
2025 Q4	$322K	Buy	+948	New	+$305K	﹤0.01%	600
2018 Q3	–	Sell	-896	Closed	-$94K	–	707
2018 Q2	$94K	Buy	+896	New	+$92.4K	0.01%	360
2017 Q3	–	Sell	-3,033	Closed	-$213K	–	544
2017 Q2	$213K	Sell	3,033 -11,806	-80%	-$859K	0.08%	193
2017 Q1	$1.16M	Sell	14,839 -3,716	-20%	-$289K	0.12%	77
2016 Q4	$1.27M	Buy	+18,555	New	+$1.14M	0.15%	59

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

Penserra Capital Management's EVR Position: Q1 2026 in Review

Penserra Capital Management increased its Evercore (EVR) stake by 201% in Q1 2026, buying an estimated $623K and bringing the position to 2,852 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #492.

Penserra Capital Management first reported a position in EVR in Q4 2016 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2016. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Penserra Capital Management held 2,852 shares of Evercore worth $851K as of Q1 2026.
Penserra Capital Management bought 1,904 Evercore shares in Q1 2026, an estimated $623K.
Evercore made up 0.01% of Penserra Capital Management's portfolio in Q1 2026, its #492 holding.
Penserra Capital Management first reported a position in Evercore in Q4 2016 and has held it in 6 quarters since.
Penserra Capital Management's Evercore position peaked at $1.27M in Q4 2016.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.