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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
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 $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

Sterling Capital Management's EVR Position: Q1 2026 in Review

Sterling Capital Management reduced its Evercore (EVR) stake by 40% in Q1 2026, selling an estimated $312K and leaving 1,449 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #839.

Sterling Capital Management first reported a position in EVR in Q3 2024 and has held it in 7 quarters since. The position peaked at $846K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Sterling Capital Management held 1,449 shares of Evercore worth $433K as of Q1 2026.
  • Sterling Capital Management sold 953 Evercore shares in Q1 2026, an estimated $312K.
  • Evercore made up 0.01% of Sterling Capital Management's portfolio in Q1 2026, its #839 holding.
  • Sterling Capital Management first reported a position in Evercore in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Evercore position peaked at $846K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.