Robeco Institutional Asset Management’s Evercore EVR Stock Holding History

Robeco Institutional 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	$4.61M	Sell	13,500 -1,500	-10%	-$513K	0.01%	546
2026 Q1	$4.48M	Buy	+15,000	New	+$4.91M	0.01%	561
2021 Q3	–	Sell	-4,553	Closed	-$641K	–	930
2021 Q2	$641K	Buy	+4,553	New	+$636K	﹤0.01%	777
2014 Q4	–	Sell	-15,000	Closed	-$705K	–	769
2014 Q3	$705K	Hold	15,000	–	–	0.01%	580
2014 Q2	$865K	Buy	+15,000	New	+$823K	0.01%	551

Other funds holding EVR

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Robeco Institutional Asset Management's EVR Position: Q2 2026 in Review

Robeco Institutional Asset Management reduced its Evercore (EVR) stake by 10% in Q2 2026, selling an estimated $513K and leaving 13,500 shares worth $4.61M. The position accounts for 0.01% of the portfolio, ranked #546.

Robeco Institutional Asset Management first reported a position in EVR in Q2 2014 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Robeco Institutional Asset Management held 13,500 shares of Evercore worth $4.61M as of Q2 2026.
Robeco Institutional Asset Management sold 1,500 Evercore shares in Q2 2026, an estimated $513K.
Evercore made up 0.01% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #546 holding.
Robeco Institutional Asset Management first reported a position in Evercore in Q2 2014 and has held it in 5 quarters since.
354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.