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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Inc's EVR Position: Q1 2026 in Review

Stephens Inc increased its Evercore (EVR) stake by 4% in Q1 2026, buying an estimated $15.1K and bringing the position to 1,182 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Stephens Inc first reported a position in EVR in Q2 2025 and has held it in 4 quarters since. The position peaked at $387K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Stephens Inc held 1,182 shares of Evercore worth $353K as of Q1 2026.
  • Stephens Inc bought 46 Evercore shares in Q1 2026, an estimated $15.1K.
  • Evercore made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #975 holding.
  • Stephens Inc first reported a position in Evercore in Q2 2025 and has held it in 4 quarters since.
  • Stephens Inc's Evercore position peaked at $387K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.