SRH Advisors’s Evercore EVR Stock Holding History

SRH 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 Q3	$2.97M	Hold	11,525	–	–	0.76%	12
2026 Q2	$3.94M	Hold	11,525	–	–	1%	9
2026 Q1	$3.44M	Hold	11,525	–	–	0.98%	9
2025 Q4	$3.92M	Hold	11,525	–	–	1.13%	9
2025 Q3	$3.89M	Hold	11,525	–	–	1.14%	9
2025 Q2	$3.11M	Sell	11,525 -375	-3%	-$82.5K	0.95%	9
2025 Q1	$2.38M	Hold	11,900	–	–	0.73%	13
2024 Q4	$3.3M	Hold	11,900	–	–	0.98%	11
2024 Q3	$3.01M	Hold	11,900	–	–	0.92%	12
2024 Q2	$2.48M	Hold	11,900	–	–	0.83%	14
2024 Q1	$2.29M	Hold	11,900	–	–	0.73%	16
2023 Q4	$2.04M	Hold	11,900	–	–	0.71%	16
2023 Q3	$1.64M	Hold	11,900	–	–	0.8%	15
2023 Q2	$1.37M	Hold	11,900	–	–	0.73%	18
2023 Q1	$1.37M	Hold	11,900	–	–	0.73%	18
2022 Q4	$1.3M	Buy	11,900 +375	+3%	+$39.1K	0.72%	18
2022 Q3	$948K	Buy	11,525 +375	+3%	+$35.5K	1.23%	21
2022 Q2	$1.04M	Hold	11,150	–	–	1.29%	20
2022 Q1	$1.24M	Buy	11,150 +200	+2%	+$24.6K	1.38%	19
2021 Q4	$1.49M	Hold	10,950	–	–	1.69%	17
2021 Q3	$1.46M	Buy	+10,950	New	+$1.49M	1.78%	17

Other funds holding EVR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

SRH Advisors's EVR Position: Q3 2026 in Review

SRH Advisors held its Evercore (EVR) position steady in Q3 2026 at 11,525 shares worth $2.97M. The position accounts for 0.76% of the portfolio, ranked #12.

SRH Advisors first reported a position in EVR in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.94M in Q2 2026. 458 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

SRH Advisors held 11,525 shares of Evercore worth $2.97M as of Q3 2026.
SRH Advisors left its Evercore share count unchanged in Q3 2026.
Evercore made up 0.76% of SRH Advisors's portfolio in Q3 2026, its #12 holding.
SRH Advisors first reported a position in Evercore in Q3 2021 and has held it in 21 quarters since.
SRH Advisors's Evercore position peaked at $3.94M in Q2 2026.
458 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.