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QRG Capital Management’s Evercore EVR Stock Holding History

QRG 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 		$245K Buy
+718
New +$246K ﹤0.01% 1110
2026
Q1 		– Sell
-603
Closed -$205K – 1160
2025
Q4 		$205K Buy
+603
New +$194K ﹤0.01% 1038
2025
Q1 		– Sell
-740
Closed -$205K – 1109
2024
Q4 		$205K Buy
+740
New +$210K ﹤0.01% 1034

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

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

QRG Capital Management opened a new position in Evercore (EVR) in Q2 2026: 718 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings. This is a return to the name: QRG Capital Management previously reported a position in EVR as recently as Q4 2025.

QRG Capital Management first reported a position in EVR in Q4 2024 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • QRG Capital Management held 718 shares of Evercore worth $245K as of Q2 2026.
  • Evercore was a new QRG Capital Management position in Q2 2026.
  • Evercore made up ﹤0.01% of QRG Capital Management's portfolio in Q2 2026, its #1110 holding.
  • QRG Capital Management first reported a position in Evercore in Q4 2024 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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