SJS Investment Consulting’s Evercore EVR Stock Holding History

SJS Investment Consulting’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	$22.2K	Buy	65 +22	+51%	+$7.53K	﹤0.01%	755
2026 Q1	$12.8K	Sell	43 -72	-63%	-$23.6K	﹤0.01%	776
2025 Q4	$39.1K	Buy	115 +10	+10%	+$3.21K	0.01%	436
2025 Q3	$35.4K	Buy	105 +100	+2,000%	+$31.3K	﹤0.01%	422
2025 Q2	$1.35K	Sell	5 -3	-38%	-$660	﹤0.01%	712
2025 Q1	$1.6K	Sell	8 -1	-11%	-$249	﹤0.01%	817
2024 Q4	$2.5K	Sell	9 -4	-31%	-$1.13K	﹤0.01%	616
2024 Q3	$3.29K	Hold	13	–	–	﹤0.01%	594
2024 Q2	$2.71K	Hold	13	–	–	﹤0.01%	596
2024 Q1	$2.5K	Hold	13	–	–	﹤0.01%	654
2023 Q4	$2.23K	Sell	13 -1	-7%	-$145	﹤0.01%	622
2023 Q3	$1.93K	Buy	14 +1	+8%	+$136	﹤0.01%	652
2023 Q2	$1.61K	Sell	13 -1	-7%	-$115	﹤0.01%	688
2023 Q1	$1.62K	Buy	14 +2	+17%	+$249	﹤0.01%	673
2022 Q4	$1.31K	Buy	12 +6	+100%	+$626	﹤0.01%	819
2022 Q3	$0	Buy	+6	New	+$567	﹤0.01%	1185
2022 Q1	$0	Buy	+2	New	+$246	﹤0.01%	888

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

SJS Investment Consulting's EVR Position: Q2 2026 in Review

SJS Investment Consulting increased its Evercore (EVR) stake by 51% in Q2 2026, buying an estimated $7.53K and bringing the position to 65 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

SJS Investment Consulting first reported a position in EVR in Q1 2022 and has held it in 17 quarters since. The position peaked at $39.1K in Q4 2025. 384 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

SJS Investment Consulting held 65 shares of Evercore worth $22.2K as of Q2 2026.
SJS Investment Consulting bought 22 Evercore shares in Q2 2026, an estimated $7.53K.
Evercore made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #755 holding.
SJS Investment Consulting first reported a position in Evercore in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's Evercore position peaked at $39.1K in Q4 2025.
384 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.