Picton Mahoney Asset Management’s Evercore EVR Stock Holding History

Picton Mahoney Asset 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	$4.13M	Sell	13,834 -12,300	-47%	-$4.03M	0.03%	392
2025 Q4	$8.89M	Sell	26,134 -379	-1%	-$122K	0.07%	229
2025 Q3	$8.94M	Sell	26,513 -3,342	-11%	-$1.05M	0.08%	208
2025 Q2	$8.06M	Buy	+29,855	New	+$6.57M	0.08%	215
2024 Q3	–	Sell	-555	Closed	-$116K	–	885
2024 Q2	$116K	Buy	555 +20	+4%	+$3.89K	﹤0.01%	341
2024 Q1	$103K	Buy	+535	New	+$96.8K	﹤0.01%	287
2022 Q1	–	Sell	-6,915	Closed	-$940K	–	972
2021 Q4	$940K	Sell	6,915 -3,495	-34%	-$510K	0.02%	605
2021 Q3	$1.39M	Sell	10,410 -49,753	-83%	-$6.76M	0.05%	464
2021 Q2	$8.47M	Buy	60,163 +29,949	+99%	+$4.19M	0.25%	86
2021 Q1	$3.98M	Buy	+30,214	New	+$3.69M	0.19%	148
2017 Q2	–	Sell	-24,500	Closed	-$1.91M	–	201
2017 Q1	$1.91M	Buy	24,500 +1,200	+5%	+$93.2K	0.13%	115
2016 Q4	$1.6M	Buy	23,300 +16,000	+219%	+$984K	0.13%	118
2016 Q3	$376K	Buy	+7,300	New	+$367K	0.03%	197

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

Picton Mahoney Asset Management's EVR Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its Evercore (EVR) stake by 47% in Q1 2026, selling an estimated $4.03M and leaving 13,834 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #392.

Picton Mahoney Asset Management first reported a position in EVR in Q3 2016 and has held it in 13 quarters since. The position peaked at $8.94M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Picton Mahoney Asset Management held 13,834 shares of Evercore worth $4.13M as of Q1 2026.
Picton Mahoney Asset Management sold 12,300 Evercore shares in Q1 2026, an estimated $4.03M.
Evercore made up 0.03% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #392 holding.
Picton Mahoney Asset Management first reported a position in Evercore in Q3 2016 and has held it in 13 quarters since.
Picton Mahoney Asset Management's Evercore position peaked at $8.94M in Q3 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.