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Quantinno Capital Management’s Evercore EVR Stock Holding History

Quantinno 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 		$63.2M Buy
184,970
+9,337
+5% +$3.19M 0.08% 305
2026
Q1 		$52.4M Buy
175,633
+62,154
+55% +$20.4M 0.09% 261
2025
Q4 		$38.6M Buy
113,479
+1,901
+2% +$611K 0.08% 288
2025
Q3 		$37.6M Buy
111,578
+17,501
+19% +$5.48M 0.1% 214
2025
Q2 		$25.4M Buy
94,077
+56,516
+150% +$12.4M 0.11% 193
2025
Q1 		$7.5M Buy
37,561
+18,317
+95% +$4.56M 0.05% 482
2024
Q4 		$5.33M Buy
19,244
+1,656
+9% +$469K 0.05% 449
2024
Q3 		$4.46M Buy
17,588
+4,044
+30% +$963K 0.06% 409
2024
Q2 		$2.82M Buy
13,544
+1,209
+10% +$235K 0.05% 448
2024
Q1 		$2.38M Buy
12,335
+893
+8% +$162K 0.05% 452
2023
Q4 		$1.96M Buy
11,442
+1,749
+18% +$253K 0.07% 379
2023
Q3 		$1.34M Buy
9,693
+1,342
+16% +$182K 0.06% 438
2023
Q2 		$1.03M Sell
8,351
-423
-5% -$48.7K 0.06% 423
2023
Q1 		$1.01M Buy
8,774
+4,179
+91% +$519K 0.07% 378
2022
Q4 		$501K Buy
+4,595
New +$480K 0.04% 540
2019
Q2 		– Sell
-5,224
Closed -$475K – 455
2019
Q1 		$475K Hold
5,224
– – 0.3% 127
2018
Q4 		$374K Buy
+5,224
New +$429K 0.3% 129

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

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

Quantinno Capital Management increased its Evercore (EVR) stake by 5.3% in Q2 2026, buying an estimated $3.19M and bringing the position to 184,970 shares worth $63.2M. The position accounts for 0.08% of the portfolio, ranked #305.

Quantinno Capital Management first reported a position in EVR in Q4 2018 and has held it in 17 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Quantinno Capital Management held 184,970 shares of Evercore worth $63.2M as of Q2 2026.
  • Quantinno Capital Management bought 9,337 Evercore shares in Q2 2026, an estimated $3.19M.
  • Evercore made up 0.08% of Quantinno Capital Management's portfolio in Q2 2026, its #305 holding.
  • Quantinno Capital Management first reported a position in Evercore in Q4 2018 and has held it in 17 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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