Rafferty Asset Management
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Rafferty Asset Management’s Evercore EVR Stock Holding History

Rafferty Asset 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 		$208K Buy
+610
New +$209K ﹤0.01% 1093
2026
Q1 		– Sell
-650
Closed -$221K – 1090
2025
Q4 		$221K Sell
650
-17
-3% -$5.46K ﹤0.01% 1076
2025
Q3 		$225K Buy
+667
New +$209K ﹤0.01% 1052
2025
Q1 		– Sell
-808
Closed -$224K – 1094
2024
Q4 		$224K Sell
808
-14
-2% -$3.97K ﹤0.01% 1078
2024
Q3 		$208K Buy
+822
New +$196K ﹤0.01% 1103
2022
Q3 		– Sell
-12,007
Closed -$1.12M – 1175
2022
Q2 		$1.12M Sell
12,007
-7,164
-37% -$763K 0.01% 607
2022
Q1 		$2.13M Sell
19,171
-927
-5% -$114K 0.01% 585
2021
Q4 		$2.73M Buy
20,098
+1,506
+8% +$220K 0.01% 559
2021
Q3 		$2.48M Sell
18,592
-4,905
-21% -$667K 0.02% 567
2021
Q2 		$3.31M Buy
23,497
+3,602
+18% +$504K 0.02% 479
2021
Q1 		$2.62M Buy
19,895
+3,520
+21% +$430K 0.02% 555
2020
Q4 		$1.79M Buy
16,375
+2,745
+20% +$244K 0.02% 427
2020
Q3 		$892K Buy
13,630
+5,503
+68% +$334K 0.01% 590
2020
Q2 		$479K Buy
+8,127
New +$442K 0.01% 726
2020
Q1 		– Sell
-6,314
Closed -$472K – 673
2019
Q4 		$472K Buy
6,314
+396
+7% +$30.2K 0.01% 696
2019
Q3 		$474K Sell
5,918
-1,013
-15% -$83.9K 0.01% 670
2019
Q2 		$614K Sell
6,931
-1,151
-14% -$102K 0.01% 645
2019
Q1 		$735K Buy
8,082
+1,109
+16% +$97.4K 0.01% 598
2018
Q4 		$499K Sell
6,973
-2,483
-26% -$204K 0.01% 515
2018
Q3 		$951K Sell
9,456
-1,053
-10% -$113K 0.01% 463
2018
Q2 		$1.11M Buy
+10,509
New +$1.08M 0.02% 453
2017
Q2 		– Sell
-75,390
Closed -$5.87M – 564
2017
Q1 		$5.87M Buy
+75,390
New +$5.85M 0.13% 73

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

Rafferty Asset Management's EVR Position: Q2 2026 in Review

Rafferty Asset Management opened a new position in Evercore (EVR) in Q2 2026: 610 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Rafferty Asset Management previously reported a position in EVR as recently as Q4 2025.

Rafferty Asset Management first reported a position in EVR in Q1 2017 and has held it in 22 quarters since. The position peaked at $5.87M in Q1 2017. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Rafferty Asset Management held 610 shares of Evercore worth $208K as of Q2 2026.
  • Evercore was a new Rafferty Asset Management position in Q2 2026.
  • Evercore made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #1093 holding.
  • Rafferty Asset Management first reported a position in Evercore in Q1 2017 and has held it in 22 quarters since.
  • Rafferty Asset Management's Evercore position peaked at $5.87M in Q1 2017.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.