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 Q2	$888K	Sell	2,601 -251	-9%	-$85.9K	0.01%	504
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 $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

Penserra Capital Management's EVR Position: Q2 2026 in Review

Penserra Capital Management reduced its Evercore (EVR) stake by 8.8% in Q2 2026, selling an estimated $85.9K and leaving 2,601 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #504.

Penserra Capital Management first reported a position in EVR in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2016. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Penserra Capital Management held 2,601 shares of Evercore worth $888K as of Q2 2026.
Penserra Capital Management sold 251 Evercore shares in Q2 2026, an estimated $85.9K.
Evercore made up 0.01% of Penserra Capital Management's portfolio in Q2 2026, its #504 holding.
Penserra Capital Management first reported a position in Evercore in Q4 2016 and has held it in 7 quarters since.
Penserra Capital Management's Evercore position peaked at $1.27M in Q4 2016.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.