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PineBridge Investments’s Evercore EVR Stock Holding History

PineBridge Investments’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 		$413K Buy
+1,382
New +$453K ﹤0.01% 459
2025
Q3 		– Sell
-2,169
Closed -$586K – 548
2025
Q2 		$586K Sell
2,169
-37,179
-94% -$8.18M ﹤0.01% 505
2025
Q1 		$7.86M Buy
39,348
+6,899
+21% +$1.72M 0.06% 242
2024
Q4 		$8.99M Buy
32,449
+2,835
+10% +$803K 0.07% 232
2024
Q3 		$7.5M Buy
29,614
+10,883
+58% +$2.59M 0.06% 260
2024
Q2 		$3.89M Sell
18,731
-8,997
-32% -$1.75M 0.03% 335
2024
Q1 		$5.34M Sell
27,728
-13,852
-33% -$2.51M 0.04% 331
2023
Q4 		$7.11M Buy
41,580
+18,549
+81% +$2.69M 0.07% 260
2023
Q3 		$3.18M Sell
23,031
-18,879
-45% -$2.56M 0.04% 321
2023
Q2 		$5.18M Buy
41,910
+32,566
+349% +$3.75M 0.06% 265
2023
Q1 		$1.08M Buy
+9,344
New +$1.16M 0.01% 398
2022
Q3 		– Sell
-8,723
Closed -$817K – 740
2022
Q2 		$817K Sell
8,723
-10,576
-55% -$1.13M 0.01% 404
2022
Q1 		$2.15M Buy
19,299
+11,116
+136% +$1.37M 0.02% 396
2021
Q4 		$1.11M Sell
8,183
-111
-1% -$16.2K 0.01% 493
2021
Q3 		$1.11M Buy
8,294
+2,693
+48% +$366K 0.01% 459
2021
Q2 		$788K Buy
5,601
+5,501
+5,501% +$769K 0.01% 535
2021
Q1 		$13K Buy
+100
New +$12.2K ﹤0.01% 639
2019
Q4 		– Sell
-1,100
Closed -$88K – 1086
2019
Q3 		$88K Sell
1,100
-100
-8% -$8.29K ﹤0.01% 955
2019
Q2 		$106K Hold
1,200
– – ﹤0.01% 814
2019
Q1 		$109K Hold
1,200
– – ﹤0.01% 863
2018
Q4 		$86K Sell
1,200
-200
-14% -$16.4K ﹤0.01% 894
2018
Q3 		$141K Buy
+1,400
New +$151K ﹤0.01% 894
2018
Q2 		– Sell
-6,502
Closed -$567K – 1097
2018
Q1 		$567K Sell
6,502
-6,221
-49% -$586K 0.01% 674
2017
Q4 		$1.15M Buy
12,723
+7,851
+161% +$655K 0.03% 529
2017
Q3 		$391K Sell
4,872
-534
-10% -$40.1K 0.01% 734
2017
Q2 		$381K Buy
5,406
+294
+6% +$21.4K 0.01% 693
2017
Q1 		$398K Buy
5,112
+104
+2% +$8.07K 0.01% 679
2016
Q4 		$344K Buy
5,008
+76
+2% +$4.67K 0.01% 726
2016
Q3 		$254K Sell
4,932
-100
-2% -$5.03K 0.01% 429
2016
Q2 		$223K Buy
5,032
+179
+4% +$8.91K 0.01% 463
2016
Q1 		$251K Sell
4,853
-453
-9% -$21.6K 0.01% 408
2015
Q4 		$287K Buy
5,306
+656
+14% +$35.4K 0.01% 410
2015
Q3 		$233K Buy
4,650
+437
+10% +$23.9K 0.01% 469
2015
Q2 		$227K Sell
4,213
-5,227
-55% -$267K 0.01% 461
2015
Q1 		$488K Buy
9,440
+1,273
+16% +$64.7K 0.02% 431
2014
Q4 		$427K Buy
8,167
+334
+4% +$16.7K 0.02% 443
2014
Q3 		$368K Buy
7,833
+2,427
+45% +$126K 0.02% 442
2014
Q2 		$312K Sell
5,406
-3,335
-38% -$183K 0.01% 418
2014
Q1 		$483K Sell
8,741
-262
-3% -$15K 0.02% 447
2013
Q4 		$538K Buy
9,003
+5,460
+154% +$291K 0.02% 441
2013
Q3 		$175K Buy
3,543
+809
+30% +$37.2K 0.01% 530
2013
Q2 		$107K Buy
+2,734
New +$106K ﹤0.01% 676

Other funds holding EVR

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PineBridge Investments's EVR Position: Q1 2026 in Review

PineBridge Investments opened a new position in Evercore (EVR) in Q1 2026: 1,382 shares worth $413K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: PineBridge Investments previously reported a position in EVR as recently as Q2 2025.

PineBridge Investments first reported a position in EVR in Q2 2013 and has held it in 42 quarters since. The position peaked at $8.99M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • PineBridge Investments held 1,382 shares of Evercore worth $413K as of Q1 2026.
  • Evercore was a new PineBridge Investments position in Q1 2026.
  • Evercore made up ﹤0.01% of PineBridge Investments's portfolio in Q1 2026, its #459 holding.
  • PineBridge Investments first reported a position in Evercore in Q2 2013 and has held it in 42 quarters since.
  • PineBridge Investments's Evercore position peaked at $8.99M in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

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