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Stephens Inc’s Evercore EVR Stock Holding History

Stephens Inc’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 		$403K Sell
1,181
-1
-0.1% -$342 ﹤0.01% 965
2026
Q1 		$353K Buy
1,182
+46
+4% +$15.1K ﹤0.01% 975
2025
Q4 		$387K Buy
1,136
+28
+3% +$9K ﹤0.01% 939
2025
Q3 		$374K Sell
1,108
-10
-0.9% -$3.13K ﹤0.01% 950
2025
Q2 		$302K Buy
+1,118
New +$246K ﹤0.01% 1008

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stephens Inc's EVR Position: Q2 2026 in Review

Stephens Inc reduced its Evercore (EVR) stake by 0.08% in Q2 2026, selling an estimated $342 and leaving 1,181 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Stephens Inc first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Stephens Inc held 1,181 shares of Evercore worth $403K as of Q2 2026.
  • Stephens Inc sold 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #965 holding.
  • Stephens Inc first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.