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Pinnacle Associates’s Evercore EVR Stock Holding History

Pinnacle Associates’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 		$11.6M Buy
34,039
+1,462
+4% +$500K 0.13% 163
2026
Q1 		$9.72M Buy
32,577
+10,943
+51% +$3.58M 0.13% 172
2025
Q4 		$7.36M Sell
21,634
-71
-0.3% -$22.8K 0.09% 207
2025
Q3 		$7.32M Buy
21,705
+1,765
+9% +$553K 0.1% 203
2025
Q2 		$5.38M Buy
+19,940
New +$4.39M 0.08% 230

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pinnacle Associates's EVR Position: Q2 2026 in Review

Pinnacle Associates increased its Evercore (EVR) stake by 4.5% in Q2 2026, buying an estimated $500K and bringing the position to 34,039 shares worth $11.6M. The position accounts for 0.13% of the portfolio, ranked #163.

Pinnacle Associates first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Pinnacle Associates held 34,039 shares of Evercore worth $11.6M as of Q2 2026.
  • Pinnacle Associates bought 1,462 Evercore shares in Q2 2026, an estimated $500K.
  • Evercore made up 0.13% of Pinnacle Associates's portfolio in Q2 2026, its #163 holding.
  • Pinnacle Associates first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.