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Savant Capital’s Evercore EVR Stock Holding History

Savant Capital’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 		$260K Sell
769
-82
-10% -$28.1K ﹤0.01% 1595
2026
Q1 		$254K Buy
851
+222
+35% +$72.7K ﹤0.01% 1272
2025
Q4 		$214K Buy
+629
New +$202K ﹤0.01% 1251
2025
Q1 		– Sell
-1,082
Closed -$300K – 1199
2024
Q4 		$300K Buy
1,082
+146
+16% +$41.4K ﹤0.01% 1115
2024
Q3 		$237K Buy
+936
New +$223K ﹤0.01% 1200

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

Savant Capital's EVR Position: Q2 2026 in Review

Savant Capital reduced its Evercore (EVR) stake by 9.6% in Q2 2026, selling an estimated $28.1K and leaving 769 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Savant Capital first reported a position in EVR in Q3 2024 and has held it in 5 quarters since. The position peaked at $300K in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Savant Capital held 769 shares of Evercore worth $260K as of Q2 2026.
  • Savant Capital sold 82 Evercore shares in Q2 2026, an estimated $28.1K.
  • Evercore made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1595 holding.
  • Savant Capital first reported a position in Evercore in Q3 2024 and has held it in 5 quarters since.
  • Savant Capital's Evercore position peaked at $300K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.