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Prana Capital Management’s Evercore EVR Stock Holding History

Prana 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 		$6.94M Sell
20,325
-14,051
-41% -$4.81M 0.21% 70
2026
Q1 		$10.3M Buy
34,376
+12,327
+56% +$4.04M 0.31% 62
2025
Q4 		$7.5M Sell
22,049
-367
-2% -$118K 0.27% 61
2025
Q3 		$7.56M Sell
22,416
-6,828
-23% -$2.14M 0.25% 60
2025
Q2 		$7.9M Buy
+29,244
New +$6.43M 0.28% 60
2024
Q1 		– Sell
-13,701
Closed -$2.34M – 95
2023
Q4 		$2.34M Buy
13,701
+4,891
+56% +$708K 0.14% 75
2023
Q3 		$1.21M Buy
8,810
+4,401
+100% +$597K 0.08% 79
2023
Q2 		$545K Sell
4,409
-232
-5% -$26.7K 0.04% 80
2023
Q1 		$535K Buy
+4,641
New +$577K 0.05% 78
2022
Q4 		– Sell
-8,183
Closed -$673K – 102
2022
Q3 		$673K Buy
+8,183
New +$774K 0.05% 72
2021
Q4 		– Sell
-15,744
Closed -$2.1M – 92
2021
Q3 		$2.1M Buy
15,744
+2,946
+23% +$400K 0.19% 68
2021
Q2 		$1.8M Buy
+12,798
New +$1.79M 0.12% 69
2020
Q4 		– Sell
-59,146
Closed -$3.87M – 69
2020
Q3 		$3.87M Buy
59,146
+55,760
+1,647% +$3.38M 0.67% 38
2020
Q2 		$200K Buy
3,386
+158
+5% +$8.59K 0.03% 50
2020
Q1 		$149K Buy
+3,228
New +$216K 0.04% 53
2019
Q3 		– Sell
-18,100
Closed -$1.6M – 60
2019
Q2 		$1.6M Buy
+18,100
New +$1.61M 0.29% 46
2019
Q1 		– Sell
-31,400
Closed -$2.25M – 53
2018
Q4 		$2.25M Buy
+31,400
New +$2.58M 0.48% 34
2018
Q2 		– Sell
-25,242
Closed -$2.2M – 48
2018
Q1 		$2.2M Buy
+25,242
New +$2.38M 0.65% 35

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Prana Capital Management reduced its Evercore (EVR) stake by 41% in Q2 2026, selling an estimated $4.81M and leaving 20,325 shares worth $6.94M. The position accounts for 0.21% of the portfolio, ranked #70.

Prana Capital Management first reported a position in EVR in Q1 2018 and has held it in 18 quarters since. The position peaked at $10.3M in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Prana Capital Management held 20,325 shares of Evercore worth $6.94M as of Q2 2026.
  • Prana Capital Management sold 14,051 Evercore shares in Q2 2026, an estimated $4.81M.
  • Evercore made up 0.21% of Prana Capital Management's portfolio in Q2 2026, its #70 holding.
  • Prana Capital Management first reported a position in Evercore in Q1 2018 and has held it in 18 quarters since.
  • Prana Capital Management's Evercore position peaked at $10.3M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.