Rossby Financial’s Evercore EVR Stock Holding History

Rossby Financial’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	$3.76K	Buy	11 +1	+10%	+$342	﹤0.01%	1547
2026 Q1	$3.01K	Buy	10 +6	+150%	+$1.97K	﹤0.01%	1677
2025 Q4	$1.36K	Buy	+4	New	+$1.29K	﹤0.01%	1467

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Rossby Financial's EVR Position: Q2 2026 in Review

Rossby Financial increased its Evercore (EVR) stake by 10% in Q2 2026, buying an estimated $342 and bringing the position to 11 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Rossby Financial first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Rossby Financial held 11 shares of Evercore worth $3.76K as of Q2 2026.
Rossby Financial bought 1 Evercore share in Q2 2026, an estimated $342.
Evercore made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1547 holding.
Rossby Financial first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.