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Radnor Capital Management’s Evercore EVR Stock Holding History

Radnor 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 		$2.21M Hold
6,480
– – 0.31% 89
2026
Q1 		$1.93M Buy
6,480
+30
+0.5% +$9.82K 0.29% 96
2025
Q4 		$2.19M Hold
6,450
– – 0.33% 89
2025
Q3 		$2.18M Sell
6,450
-115
-2% -$36K 0.33% 86
2025
Q2 		$1.77M Buy
6,565
+300
+5% +$66K 0.28% 98
2025
Q1 		$1.25M Hold
6,265
– – 0.21% 122
2024
Q4 		$1.74M Sell
6,265
-15
-0.2% -$4.25K 0.29% 93
2024
Q3 		$1.59M Sell
6,280
-20
-0.3% -$4.76K 0.24% 113
2024
Q2 		$1.31M Buy
6,300
+260
+4% +$50.6K 0.4% 54
2024
Q1 		$1.16M Hold
6,040
– – 0.2% 128
2023
Q4 		$1.03M Sell
6,040
-10
-0.2% -$1.45K 0.19% 134
2023
Q3 		$834K Buy
6,050
+3,405
+129% +$462K 0.17% 153
2023
Q2 		$327K Buy
2,645
+50
+2% +$5.75K 0.14% 102
2023
Q1 		$299K Hold
2,595
– – 0.08% 176
2022
Q4 		$287K Buy
+2,595
New +$271K 0.07% 210
2022
Q1 		– Sell
-4,670
Closed -$634K – 246
2021
Q4 		$634K Buy
4,670
+1,770
+61% +$258K 0.16% 151
2021
Q3 		$388K Buy
2,900
+25
+0.9% +$3.4K 0.23% 66
2021
Q2 		$405K Sell
2,875
-1,685
-37% -$236K 0.14% 134
2021
Q1 		$601K Buy
4,560
+35
+0.8% +$4.27K 0.19% 116
2020
Q4 		$496K Buy
+4,525
New +$403K 0.14% 130

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

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

Radnor Capital Management held its Evercore (EVR) position steady in Q2 2026 at 6,480 shares worth $2.21M. The position accounts for 0.31% of the portfolio, ranked #89.

Radnor Capital Management first reported a position in EVR in Q4 2020 and has held it in 20 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Radnor Capital Management held 6,480 shares of Evercore worth $2.21M as of Q2 2026.
  • Radnor Capital Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.31% of Radnor Capital Management's portfolio in Q2 2026, its #89 holding.
  • Radnor Capital Management first reported a position in Evercore in Q4 2020 and has held it in 20 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.