Rothschild Investment LLC’s Evercore EVR Stock Holding History

Rothschild Investment LLC’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	$1.99M	Buy	5,821 +3,990	+218%	+$1.37M	0.07%	252
2026 Q1	$547K	Buy	1,831 +1,052	+135%	+$344K	0.03%	376
2025 Q4	$265K	Sell	779 -193	-20%	-$62K	0.01%	532
2025 Q3	$328K	Buy	972 +965	+13,786%	+$302K	0.02%	458
2025 Q2	$1.89K	Buy	7 +6	+600%	+$1.32K	﹤0.01%	2121
2025 Q1	$200	Sell	1 -1	-50%	-$249	﹤0.01%	2854
2024 Q4	$554	Hold	2	–	–	﹤0.01%	2490
2024 Q3	$507	Buy	+2	New	+$476	﹤0.01%	2464
2016 Q4	–	Sell	-6,200	Closed	-$319K	–	476
2016 Q3	$319K	Sell	6,200 -1,500	-19%	-$75.4K	0.04%	335
2016 Q2	$340K	Hold	7,700	–	–	0.04%	326
2016 Q1	$398K	Sell	7,700 -14	-0.2%	-$669	0.05%	296
2015 Q4	$417K	Buy	+7,714	New	+$417K	0.05%	298

Other funds holding EVR

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

BSA

Braun Stacey Associates New York $3.53B AUM 63.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's EVR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Evercore (EVR) stake by 218% in Q2 2026, buying an estimated $1.37M and bringing the position to 5,821 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #252.

Rothschild Investment LLC first reported a position in EVR in Q4 2015 and has held it in 12 quarters since. 324 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Rothschild Investment LLC held 5,821 shares of Evercore worth $1.99M as of Q2 2026.
Rothschild Investment LLC bought 3,990 Evercore shares in Q2 2026, an estimated $1.37M.
Evercore made up 0.07% of Rothschild Investment LLC's portfolio in Q2 2026, its #252 holding.
Rothschild Investment LLC first reported a position in Evercore in Q4 2015 and has held it in 12 quarters since.
324 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.