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Princeton Capital Management’s Evercore EVR Stock Holding History

Princeton 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 		$758K Sell
2,220
-4,930
-69% -$1.69M 0.17% 56
2026
Q1 		$2.13M Buy
7,150
+467
+7% +$153K 0.58% 29
2025
Q4 		$2.27M Buy
6,683
+275
+4% +$88.4K 0.59% 29
2025
Q3 		$2.16M Sell
6,408
-57
-0.9% -$17.9K 0.58% 29
2025
Q2 		$1.75M Buy
6,465
+1,131
+21% +$249K 0.52% 34
2025
Q1 		$1.07M Buy
5,334
+4,234
+385% +$1.05M 0.38% 43
2024
Q4 		$305K Buy
+1,100
New +$312K 0.09% 79

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

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

Princeton Capital Management reduced its Evercore (EVR) stake by 69% in Q2 2026, selling an estimated $1.69M and leaving 2,220 shares worth $758K. The position accounts for 0.17% of the portfolio, ranked #56.

Princeton Capital Management first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Princeton Capital Management held 2,220 shares of Evercore worth $758K as of Q2 2026.
  • Princeton Capital Management sold 4,930 Evercore shares in Q2 2026, an estimated $1.69M.
  • Evercore made up 0.17% of Princeton Capital Management's portfolio in Q2 2026, its #56 holding.
  • Princeton Capital Management first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Princeton Capital Management's Evercore position peaked at $2.27M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.