State of Wisconsin Investment Board’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17M | Sell |
56,997
-6,498
| -10% | -$2.13M | 0.04% | 413 |
|
|
2025
Q4 | $21.6M | Sell |
63,495
-6,676
| -10% | -$2.15M | 0.05% | 335 |
|
|
2025
Q3 | $23.7M | Buy |
70,171
+2,993
| +4% | +$938K | 0.05% | 300 |
|
|
2025
Q2 | $18.1M | Sell |
67,178
-2,712
| -4% | -$596K | 0.04% | 367 |
|
|
2025
Q1 | $14M | Sell |
69,890
-2,688
| -4% | -$670K | 0.04% | 461 |
|
|
2024
Q4 | $20.1M | Buy |
72,578
+3,589
| +5% | +$1.02M | 0.05% | 337 |
|
|
2024
Q3 | $17.5M | Sell |
68,989
-94
| -0.1% | -$22.4K | 0.04% | 397 |
|
|
2024
Q2 | $14.4M | Sell |
69,083
-23,205
| -25% | -$4.52M | 0.04% | 428 |
|
|
2024
Q1 | $17.8M | Sell |
92,288
-15,074
| -14% | -$2.73M | 0.05% | 380 |
|
|
2023
Q4 | $18.4M | Sell |
107,362
-4,871
| -4% | -$705K | 0.05% | 346 |
|
|
2023
Q3 | $15.5M | Sell |
112,233
-12,402
| -10% | -$1.68M | 0.05% | 382 |
|
|
2023
Q2 | $15.4M | Sell |
124,635
-2,547
| -2% | -$293K | 0.04% | 429 |
|
|
2023
Q1 | $14.7M | Sell |
127,182
-46,653
| -27% | -$5.8M | 0.04% | 429 |
|
|
2022
Q4 | $19M | Sell |
173,835
-2,888
| -2% | -$301K | 0.06% | 328 |
|
|
2022
Q3 | $14.5M | Sell |
176,723
-2,056
| -1% | -$194K | 0.05% | 405 |
|
|
2022
Q2 | $16.7M | Buy |
178,779
+6,801
| +4% | +$725K | 0.04% | 420 |
|
|
2022
Q1 | $19.1M | Buy |
171,978
+18,425
| +12% | +$2.27M | 0.04% | 448 |
|
|
2021
Q4 | $20.9M | Sell |
153,553
-5,198
| -3% | -$758K | 0.04% | 458 |
|
|
2021
Q3 | $21.2M | Buy |
158,751
+76
| +0% | +$10.3K | 0.04% | 446 |
|
|
2021
Q2 | $22.3M | Sell |
158,675
-8,833
| -5% | -$1.23M | 0.05% | 424 |
|
|
2021
Q1 | $22.1M | Sell |
167,508
-10,677
| -6% | -$1.3M | 0.05% | 405 |
|
|
2020
Q4 | $19.5M | Sell |
178,185
-21,800
| -11% | -$1.94M | 0.05% | 418 |
|
|
2020
Q3 | $13.1M | Buy |
199,985
+130
| +0.1% | +$7.89K | 0.03% | 526 |
|
|
2020
Q2 | $11.8M | Sell |
199,855
-90
| -0% | -$4.89K | 0.03% | 526 |
|
|
2020
Q1 | $9.21M | Sell |
199,945
-270
| -0.1% | -$18.1K | 0.03% | 541 |
|
|
2019
Q4 | $15M | Sell |
200,215
-80
| -0% | -$6.1K | 0.04% | 500 |
|
|
2019
Q3 | $16M | Sell |
200,295
-211
| -0.1% | -$17.5K | 0.04% | 434 |
|
|
2019
Q2 | $17.8M | Buy |
200,506
+2,620
| +1% | +$233K | 0.05% | 404 |
|
|
2019
Q1 | $18M | Buy |
197,886
+43,390
| +28% | +$3.81M | 0.05% | 398 |
|
|
2018
Q4 | $11.1M | Hold |
154,496
| – | – | 0.04% | 490 |
|
|
2018
Q3 | $15.5M | Sell |
154,496
-27,370
| -15% | -$2.95M | 0.04% | 442 |
|
|
2018
Q2 | $19.2M | Buy |
181,866
+7,866
| +5% | +$811K | 0.06% | 367 |
|
|
2018
Q1 | $15.2M | Hold |
174,000
| – | – | 0.04% | 441 |
|
|
2017
Q4 | $15.7M | Sell |
174,000
-25,000
| -13% | -$2.09M | 0.04% | 434 |
|
|
2017
Q3 | $16M | Sell |
199,000
-26,160
| -12% | -$1.97M | 0.05% | 419 |
|
|
2017
Q2 | $15.9M | Sell |
225,160
-19,000
| -8% | -$1.38M | 0.05% | 391 |
|
|
2017
Q1 | $19M | Hold |
244,160
| – | – | 0.07% | 305 |
|
|
2016
Q4 | $16.8M | Sell |
244,160
-59,485
| -20% | -$3.66M | 0.07% | 305 |
|
|
2016
Q3 | $15.6M | Hold |
303,645
| – | – | 0.06% | 350 |
|
|
2016
Q2 | $13.4M | Hold |
303,645
| – | – | 0.05% | 393 |
|
|
2016
Q1 | $15.7M | Hold |
303,645
| – | – | 0.06% | 354 |
|
|
2015
Q4 | $16.4M | Buy |
303,645
+3,009
| +1% | +$162K | 0.06% | 347 |
|
|
2015
Q3 | $15.1M | Hold |
300,636
| – | – | 0.06% | 384 |
|
|
2015
Q2 | $16.2M | Hold |
300,636
| – | – | 0.06% | 393 |
|
|
2015
Q1 | $15.5M | Hold |
300,636
| – | – | 0.05% | 409 |
|
|
2014
Q4 | $15.7M | Sell |
300,636
-65,247
| -18% | -$3.27M | 0.05% | 397 |
|
|
2014
Q3 | $17.2M | Hold |
365,883
| – | – | 0.06% | 379 |
|
|
2014
Q2 | $21.1M | Sell |
365,883
-24,785
| -6% | -$1.36M | 0.08% | 312 |
|
|
2014
Q1 | $21.6M | Hold |
390,668
| – | – | 0.08% | 293 |
|
|
2013
Q4 | $23.4M | Sell |
390,668
-1,123
| -0.3% | -$59.8K | 0.09% | 258 |
|
|
2013
Q3 | $19.3M | Sell |
391,791
-56,761
| -13% | -$2.61M | 0.08% | 299 |
|
|
2013
Q2 | $17.6M | Buy |
+448,552
| New | +$17.4M | 0.07% | 328 |
|
Other funds holding EVR
VPM
VCM
State of Wisconsin Investment Board's EVR Position: Q1 2026 in Review
State of Wisconsin Investment Board reduced its Evercore (EVR) stake by 10% in Q1 2026, selling an estimated $2.13M and leaving 56,997 shares worth $17M. The position accounts for 0.04% of the portfolio, ranked #413.
State of Wisconsin Investment Board first reported a position in EVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.7M in Q3 2025. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- State of Wisconsin Investment Board held 56,997 shares of Evercore worth $17M as of Q1 2026.
- State of Wisconsin Investment Board sold 6,498 Evercore shares in Q1 2026, an estimated $2.13M.
- Evercore made up 0.04% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #413 holding.
- State of Wisconsin Investment Board first reported a position in Evercore in Q2 2013 and has held it in 52 quarters since.
- State of Wisconsin Investment Board's Evercore position peaked at $23.7M in Q3 2025.
- 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.