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Raleigh Capital Management’s Evercore EVR Stock Holding History

Raleigh 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 		– Hold
0
– – – 568
2026
Q1 		– Hold
0
– – – 740
2025
Q4 		– Hold
0
– – – 540
2025
Q3 		– Sell
-2
Closed -$627 – 507
2025
Q2 		$542 Buy
+2
New +$440 ﹤0.01% 463
2024
Q1 		– Sell
-10
Closed -$1.71K – 1026
2023
Q4 		$1.71K Buy
+10
New +$1.45K ﹤0.01% 887

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 $3.38T AUM 44.17% 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

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

Raleigh Capital Management held its Evercore (EVR) position steady in Q2 2026 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Raleigh Capital Management first reported a position in EVR in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.71K in Q4 2023. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Raleigh Capital Management held 0 shares of Evercore worth $13 as of Q2 2026.
  • Raleigh Capital Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #568 holding.
  • Raleigh Capital Management first reported a position in Evercore in Q4 2023 and has held it in 2 quarters since.
  • Raleigh Capital Management's Evercore position peaked at $1.71K in Q4 2023.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.