R Squared’s Evercore EVR Stock Holding History

R Squared’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	–	Sell	-690	Closed	-$206K	–	583
2026 Q1	$206K	Buy	+690	New	+$226K	0.11%	310
2025 Q2	–	Sell	-1,496	Closed	-$299K	–	496
2025 Q1	$299K	Buy	1,496 +766	+105%	+$191K	0.32%	130
2024 Q4	$202K	Buy	+730	New	+$207K	0.2%	110

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

R Squared's EVR Position: Q2 2026 in Review

R Squared sold out of Evercore (EVR) in Q2 2026, closing a stake of 690 shares — an estimated $206K sold.

R Squared first reported a position in EVR in Q4 2024 and held it in 3 quarters. The position peaked at $299K in Q1 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

R Squared reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
R Squared sold 690 Evercore shares in Q2 2026, an estimated $206K.
R Squared first reported a position in Evercore in Q4 2024 and held it in 3 quarters.
R Squared's Evercore position peaked at $299K in Q1 2025.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.