Runnymede Capital Advisors’s Evercore EVR Stock Holding History

Runnymede Capital Advisors’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 Q1	–	Sell	-3,607	Closed	-$1.23M	–	91
2025 Q4	$1.23M	Buy	+3,607	New	+$1.16M	0.71%	43

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Runnymede Capital Advisors's EVR Position: Q1 2026 in Review

Runnymede Capital Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 3,607 shares — an estimated $1.23M sold.

Runnymede Capital Advisors first reported a position in EVR in Q4 2025 and held it in 1 quarter. The position peaked at $1.23M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Runnymede Capital Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Runnymede Capital Advisors sold 3,607 Evercore shares in Q1 2026, an estimated $1.23M.
Runnymede Capital Advisors first reported a position in Evercore in Q4 2025 and held it in 1 quarter.
Runnymede Capital Advisors's Evercore position peaked at $1.23M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Runnymede Capital Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.