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Proficio Capital Partners’s Evercore EVR Stock Holding History

Proficio Capital Partners’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 		$366K Buy
+1,073
New +$367K 0.01% 428
2018
Q4 		– Sell
-175
Closed -$18K – 1198
2018
Q3 		$18K Hold
175
– – 0.01% 626
2018
Q2 		$18K Hold
175
– – 0.01% 634
2018
Q1 		$15K Hold
175
– – ﹤0.01% 674
2017
Q4 		$16K Buy
+175
New +$14.6K 0.01% 643

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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

Proficio Capital Partners's EVR Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Evercore (EVR) in Q2 2026: 1,073 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in EVR as recently as Q3 2018.

Proficio Capital Partners first reported a position in EVR in Q4 2017 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Proficio Capital Partners held 1,073 shares of Evercore worth $366K as of Q2 2026.
  • Evercore was a new Proficio Capital Partners position in Q2 2026.
  • Evercore made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #428 holding.
  • Proficio Capital Partners first reported a position in Evercore in Q4 2017 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.