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Ritholtz Wealth Management’s Evercore EVR Stock Holding History

Ritholtz Wealth 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 		$483K Buy
1,415
+90
+7% +$30.8K 0.01% 870
2026
Q1 		$395K Sell
1,325
-180
-12% -$58.9K 0.01% 875
2025
Q4 		$512K Buy
1,505
+229
+18% +$73.6K 0.01% 710
2025
Q3 		$430K Buy
1,276
+258
+25% +$80.8K 0.01% 723
2025
Q2 		$275K Sell
1,018
-95
-9% -$20.9K 0.01% 823
2025
Q1 		$222K Sell
1,113
-87
-7% -$21.7K 0.01% 833
2024
Q4 		$333K Sell
1,200
-13
-1% -$3.68K 0.01% 681
2024
Q3 		$307K Buy
1,213
+131
+12% +$31.2K 0.01% 694
2024
Q2 		$226K Buy
+1,082
New +$211K 0.01% 733
2022
Q2 		– Sell
-3,183
Closed -$354K – 558
2022
Q1 		$354K Buy
3,183
+243
+8% +$29.9K 0.02% 377
2021
Q4 		$399K Buy
2,940
+1,040
+55% +$152K 0.02% 351
2021
Q3 		$254K Buy
+1,900
New +$258K 0.02% 414

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

Ritholtz Wealth Management's EVR Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Evercore (EVR) stake by 6.8% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,415 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #870.

Ritholtz Wealth Management first reported a position in EVR in Q3 2021 and has held it in 12 quarters since. The position peaked at $512K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Ritholtz Wealth Management held 1,415 shares of Evercore worth $483K as of Q2 2026.
  • Ritholtz Wealth Management bought 90 Evercore shares in Q2 2026, an estimated $30.8K.
  • Evercore made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #870 holding.
  • Ritholtz Wealth Management first reported a position in Evercore in Q3 2021 and has held it in 12 quarters since.
  • Ritholtz Wealth Management's Evercore position peaked at $512K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.