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Stephens Investment Management Group’s Evercore EVR Stock Holding History

Stephens Investment Management Group’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 		$96.6M Buy
282,832
+23,024
+9% +$7.88M 1.04% 24
2026
Q1 		$77.6M Buy
259,808
+14,746
+6% +$4.83M 1.06% 26
2025
Q4 		$83.4M Sell
245,062
-248
-0.1% -$79.7K 1.09% 25
2025
Q3 		$82.7M Sell
245,310
-53,170
-18% -$16.7M 1.07% 28
2025
Q2 		$80.6M Buy
298,480
+13,223
+5% +$2.91M 1.06% 34
2025
Q1 		$57M Buy
285,257
+82,615
+41% +$20.6M 0.82% 44
2024
Q4 		$56.2M Buy
+202,642
New +$57.4M 0.75% 53

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 Investment Management Group's EVR Position: Q2 2026 in Review

Stephens Investment Management Group increased its Evercore (EVR) stake by 8.9% in Q2 2026, buying an estimated $7.88M and bringing the position to 282,832 shares worth $96.6M. The position accounts for 1.04% of the portfolio, ranked #24.

Stephens Investment Management Group first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Stephens Investment Management Group held 282,832 shares of Evercore worth $96.6M as of Q2 2026.
  • Stephens Investment Management Group bought 23,024 Evercore shares in Q2 2026, an estimated $7.88M.
  • Evercore made up 1.04% of Stephens Investment Management Group's portfolio in Q2 2026, its #24 holding.
  • Stephens Investment Management Group first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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