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Segall Bryant & Hamill’s Evercore EVR Stock Holding History

Segall Bryant & Hamill’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 		$12M Buy
35,124
+617
+2% +$211K 0.14% 233
2026
Q1 		$10.3M Buy
+34,507
New +$11.3M 0.15% 225
2025
Q2 		– Sell
-28,966
Closed -$5.79M – 592
2025
Q1 		$5.79M Sell
28,966
-816
-3% -$203K 0.09% 291
2024
Q4 		$8.26M Sell
29,782
-401
-1% -$114K 0.11% 262
2024
Q3 		$7.65M Sell
30,183
-18,249
-38% -$4.34M 0.1% 271
2024
Q2 		$10.1M Buy
48,432
+1,317
+3% +$256K 0.18% 186
2024
Q1 		$9.07M Buy
47,115
+9,937
+27% +$1.8M 0.17% 203
2023
Q4 		$6.36M Sell
37,178
-4,289
-10% -$621K 0.12% 245
2023
Q3 		$5.72M Buy
41,467
+38,347
+1,229% +$5.21M 0.07% 305
2023
Q2 		$386K Buy
3,120
+200
+7% +$23K ﹤0.01% 602
2023
Q1 		$336K Buy
2,920
+845
+41% +$105K ﹤0.01% 624
2022
Q4 		$226K Buy
+2,075
New +$217K ﹤0.01% 684
2022
Q1 		– Sell
-33,293
Closed -$4.52M – 754
2021
Q4 		$4.52M Buy
33,293
+2,772
+9% +$404K 0.04% 333
2021
Q3 		$4.08M Buy
30,521
+863
+3% +$117K 0.04% 368
2021
Q2 		$4.17M Sell
29,658
-17,621
-37% -$2.46M 0.04% 361
2021
Q1 		$6.23M Buy
47,279
+19,321
+69% +$2.36M 0.06% 295
2020
Q4 		$3.07M Sell
27,958
-446
-2% -$39.7K 0.03% 366
2020
Q3 		$1.86M Buy
28,404
+20,285
+250% +$1.23M 0.03% 399
2020
Q2 		$478K Buy
8,119
+248
+3% +$13.5K 0.01% 599
2020
Q1 		$363K Sell
7,871
-875
-10% -$58.6K 0.01% 644
2019
Q4 		$654K Sell
8,746
-107,398
-92% -$8.19M 0.01% 608
2019
Q3 		$9.3M Sell
116,144
-8,828
-7% -$732K 0.14% 176
2019
Q2 		$11.1M Buy
124,972
+115,660
+1,242% +$10.3M 0.17% 164
2019
Q1 		$847K Buy
9,312
+226
+2% +$19.8K 0.01% 566
2018
Q4 		$650K Sell
9,086
-241
-3% -$19.8K 0.01% 600
2018
Q3 		$938K Sell
9,327
-67
-0.7% -$7.22K 0.01% 558
2018
Q2 		$991K Buy
+9,394
New +$969K 0.02% 543

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

Segall Bryant & Hamill's EVR Position: Q2 2026 in Review

Segall Bryant & Hamill increased its Evercore (EVR) stake by 1.8% in Q2 2026, buying an estimated $211K and bringing the position to 35,124 shares worth $12M. The position accounts for 0.14% of the portfolio, ranked #233.

Segall Bryant & Hamill first reported a position in EVR in Q2 2018 and has held it in 27 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Segall Bryant & Hamill held 35,124 shares of Evercore worth $12M as of Q2 2026.
  • Segall Bryant & Hamill bought 617 Evercore shares in Q2 2026, an estimated $211K.
  • Evercore made up 0.14% of Segall Bryant & Hamill's portfolio in Q2 2026, its #233 holding.
  • Segall Bryant & Hamill first reported a position in Evercore in Q2 2018 and has held it in 27 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.