Primecap Management
EVR icon

Primecap Management’s Evercore EVR Stock Holding History

Primecap 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 		$128M Buy
376,150
+22,200
+6% +$7.6M 0.08% 146
2026
Q1 		$106M Buy
353,950
+133,900
+61% +$43.8M 0.08% 146
2025
Q4 		$74.9M Sell
220,050
-4,300
-2% -$1.38M 0.06% 170
2025
Q3 		$75.7M Sell
224,350
-6,370
-3% -$2M 0.06% 174
2025
Q2 		$62.3M Sell
230,720
-21,410
-8% -$4.71M 0.05% 179
2025
Q1 		$50.4M Sell
252,130
-50,540
-17% -$12.6M 0.04% 183
2024
Q4 		$83.9M Sell
302,670
-47,850
-14% -$13.6M 0.07% 149
2024
Q3 		$88.8M Sell
350,520
-254,030
-42% -$60.5M 0.07% 149
2024
Q2 		$126M Buy
604,550
+8,100
+1% +$1.58M 0.09% 123
2024
Q1 		$115M Sell
596,450
-60,430
-9% -$10.9M 0.09% 127
2023
Q4 		$112M Hold
656,880
– – 0.09% 131
2023
Q3 		$90.6M Sell
656,880
-4,000
-0.6% -$543K 0.08% 140
2023
Q2 		$81.7M Buy
660,880
+39,600
+6% +$4.56M 0.07% 151
2023
Q1 		$71.7M Buy
621,280
+42,400
+7% +$5.27M 0.06% 156
2022
Q4 		$63.1M Buy
578,880
+41,680
+8% +$4.35M 0.06% 161
2022
Q3 		$44.2M Buy
537,200
+99,400
+23% +$9.4M 0.04% 178
2022
Q2 		$41M Buy
437,800
+26,500
+6% +$2.82M 0.04% 182
2022
Q1 		$45.8M Buy
411,300
+320,900
+355% +$39.5M 0.03% 194
2021
Q4 		$12.3M Buy
+90,400
New +$13.2M 0.01% 261

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

Primecap Management's EVR Position: Q2 2026 in Review

Primecap Management increased its Evercore (EVR) stake by 6.3% in Q2 2026, buying an estimated $7.6M and bringing the position to 376,150 shares worth $128M. The position accounts for 0.08% of the portfolio, ranked #146.

Primecap Management first reported a position in EVR in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Primecap Management held 376,150 shares of Evercore worth $128M as of Q2 2026.
  • Primecap Management bought 22,200 Evercore shares in Q2 2026, an estimated $7.6M.
  • Evercore made up 0.08% of Primecap Management's portfolio in Q2 2026, its #146 holding.
  • Primecap Management first reported a position in Evercore in Q4 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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