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Sterling Capital Management’s Evercore EVR Stock Holding History

Sterling Capital Management’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 		$432K Sell
1,265
-184
-13% -$63K 0.01% 872
2026
Q1 		$433K Sell
1,449
-953
-40% -$312K 0.01% 839
2025
Q4 		$817K Sell
2,402
-105
-4% -$33.7K 0.01% 698
2025
Q3 		$846K Sell
2,507
-219
-8% -$68.6K 0.01% 691
2025
Q2 		$736K Buy
2,726
+755
+38% +$166K 0.01% 742
2025
Q1 		$394K Sell
1,971
-154
-7% -$38.4K 0.01% 960
2024
Q4 		$589K Buy
2,125
+757
+55% +$214K 0.01% 819
2024
Q3 		$347K Buy
+1,368
New +$326K ﹤0.01% 1072

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

Sterling Capital Management's EVR Position: Q2 2026 in Review

Sterling Capital Management reduced its Evercore (EVR) stake by 13% in Q2 2026, selling an estimated $63K and leaving 1,265 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #872.

Sterling Capital Management first reported a position in EVR in Q3 2024 and has held it in 8 quarters since. The position peaked at $846K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Sterling Capital Management held 1,265 shares of Evercore worth $432K as of Q2 2026.
  • Sterling Capital Management sold 184 Evercore shares in Q2 2026, an estimated $63K.
  • Evercore made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #872 holding.
  • Sterling Capital Management first reported a position in Evercore in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's Evercore position peaked at $846K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.