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Sivia Capital Partners’s Evercore EVR Stock Holding History

Sivia Capital Partners’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 		$1.63M Buy
4,767
+787
+20% +$269K 0.2% 111
2026
Q1 		$1.19M Buy
3,980
+2,669
+204% +$874K 0.23% 113
2025
Q4 		$446K Buy
1,311
+31
+2% +$9.96K 0.09% 298
2025
Q3 		$432K Buy
1,280
+142
+12% +$44.5K 0.12% 214
2025
Q2 		$307K Buy
+1,138
New +$250K 0.1% 275

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Sivia Capital Partners's EVR Position: Q2 2026 in Review

Sivia Capital Partners increased its Evercore (EVR) stake by 20% in Q2 2026, buying an estimated $269K and bringing the position to 4,767 shares worth $1.63M. The position accounts for 0.2% of the portfolio, ranked #111.

Sivia Capital Partners first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Sivia Capital Partners held 4,767 shares of Evercore worth $1.63M as of Q2 2026.
  • Sivia Capital Partners bought 787 Evercore shares in Q2 2026, an estimated $269K.
  • Evercore made up 0.2% of Sivia Capital Partners's portfolio in Q2 2026, its #111 holding.
  • Sivia Capital Partners first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.