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State of Wyoming’s Evercore EVR Stock Holding History

State of Wyoming’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 		$431K Buy
1,263
+1,116
+759% +$382K 0.04% 483
2026
Q1 		$43.9K Sell
147
-72
-33% -$23.6K 0.01% 1560
2025
Q4 		$74.5K Sell
219
-276
-56% -$88.7K 0.01% 1385
2025
Q3 		$167K Sell
495
-1,621
-77% -$508K 0.02% 1067
2025
Q2 		$571K Buy
2,116
+1,585
+298% +$349K 0.07% 224
2025
Q1 		$106K Buy
+531
New +$132K 0.01% 1164
2023
Q4 		– Sell
-224
Closed -$30.9K – 1667
2023
Q3 		$30.9K Sell
224
-750
-77% -$102K 0.01% 1407
2023
Q2 		$120K Buy
974
+183
+23% +$21.1K 0.04% 711
2023
Q1 		$91.3K Sell
791
-159
-17% -$19.8K 0.03% 829
2022
Q4 		$104K Sell
950
-1,360
-59% -$142K 0.03% 724
2022
Q3 		$190K Buy
2,310
+1,255
+119% +$119K 0.09% 220
2022
Q2 		$99K Sell
1,055
-970
-48% -$103K 0.06% 503
2022
Q1 		$225K Buy
2,025
+1,232
+155% +$152K 0.11% 155
2021
Q4 		$108K Buy
793
+321
+68% +$46.8K 0.05% 567
2021
Q3 		$63K Sell
472
-399
-46% -$54.2K 0.04% 670
2021
Q2 		$123K Buy
+871
New +$122K 0.08% 357

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
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
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
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

State of Wyoming's EVR Position: Q2 2026 in Review

State of Wyoming increased its Evercore (EVR) stake by 759% in Q2 2026, buying an estimated $382K and bringing the position to 1,263 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #483.

State of Wyoming first reported a position in EVR in Q2 2021 and has held it in 16 quarters since. The position peaked at $571K in Q2 2025. 376 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • State of Wyoming held 1,263 shares of Evercore worth $431K as of Q2 2026.
  • State of Wyoming bought 1,116 Evercore shares in Q2 2026, an estimated $382K.
  • Evercore made up 0.04% of State of Wyoming's portfolio in Q2 2026, its #483 holding.
  • State of Wyoming first reported a position in Evercore in Q2 2021 and has held it in 16 quarters since.
  • State of Wyoming's Evercore position peaked at $571K in Q2 2025.
  • 376 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.