Steve Schonfeld’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.3M | Sell |
32,961
-17,157
| -34% | -$5.87M | 0.04% | 381 |
|
|
2026
Q1 | $15M | Sell |
50,118
-3,520
| -7% | -$1.15M | 0.11% | 214 |
|
|
2025
Q4 | $18.3M | Buy |
53,638
+46,381
| +639% | +$14.9M | 0.08% | 216 |
|
|
2025
Q3 | $2.45M | Sell |
7,257
-3,787
| -34% | -$1.19M | 0.01% | 930 |
|
|
2025
Q2 | $2.98M | Buy |
11,044
+5,344
| +94% | +$1.18M | 0.02% | 787 |
|
|
2025
Q1 | $1.14M | Sell |
5,700
-1,126
| -16% | -$281K | 0.01% | 1227 |
|
|
2024
Q4 | $1.89M | Buy |
6,826
+5,498
| +414% | +$1.56M | 0.01% | 859 |
|
|
2024
Q3 | $336K | Buy |
+1,328
| New | +$316K | ﹤0.01% | 1607 |
|
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$289K | – | 2274 |
|
|
2024
Q1 | $289K | Buy |
+1,500
| New | +$271K | ﹤0.01% | 1662 |
|
|
2023
Q3 | – | Sell |
-131,435
| Closed | -$16.2M | – | 1915 |
|
|
2023
Q2 | $16.2M | Buy |
+131,435
| New | +$15.1M | 0.14% | 221 |
|
|
2023
Q1 | – | Sell |
-12,600
| Closed | -$1.37M | – | 2240 |
|
|
2022
Q4 | $1.37M | Sell |
12,600
-88,072
| -87% | -$9.19M | 0.01% | 995 |
|
|
2022
Q3 | $8.28M | Buy |
+100,672
| New | +$9.52M | 0.07% | 369 |
|
|
2022
Q1 | – | Sell |
-7,437
| Closed | -$1.01M | – | 2680 |
|
|
2021
Q4 | $1.01M | Sell |
7,437
-33,190
| -82% | -$4.84M | 0.01% | 938 |
|
|
2021
Q3 | $5.43M | Sell |
40,627
-33,618
| -45% | -$4.57M | 0.06% | 408 |
|
|
2021
Q2 | $10.5M | Sell |
74,245
-12,295
| -14% | -$1.72M | 0.11% | 280 |
|
|
2021
Q1 | $11.4M | Buy |
86,540
+42,462
| +96% | +$5.19M | 0.14% | 203 |
|
|
2020
Q4 | $4.83M | Buy |
44,078
+8,978
| +26% | +$799K | 0.07% | 399 |
|
|
2020
Q3 | $2.3M | Sell |
35,100
-132,331
| -79% | -$8.03M | 0.04% | 470 |
|
|
2020
Q2 | $9.87M | Buy |
167,431
+31,440
| +23% | +$1.71M | 0.25% | 99 |
|
|
2020
Q1 | $6.26M | Sell |
135,991
-4,312
| -3% | -$289K | 0.39% | 46 |
|
|
2019
Q4 | $10.5M | Sell |
140,303
-117,244
| -46% | -$8.94M | 0.26% | 106 |
|
|
2019
Q3 | $20.6M | Buy |
257,547
+138,581
| +116% | +$11.5M | 0.61% | 32 |
|
|
2019
Q2 | $10.5M | Buy |
118,966
+114,014
| +2,302% | +$10.1M | 0.37% | 65 |
|
|
2019
Q1 | $451K | Sell |
4,952
-24,826
| -83% | -$2.18M | 0.02% | 723 |
|
|
2018
Q4 | $2.13M | Buy |
+29,778
| New | +$2.44M | 0.08% | 309 |
|
|
2016
Q2 | – | Sell |
-6,268
| Closed | -$324K | – | 459 |
|
|
2016
Q1 | $324K | Buy |
+6,268
| New | +$300K | 0.13% | 206 |
|
Other funds holding EVR
Steve Schonfeld's EVR Position: Q2 2026 in Review
Steve Schonfeld reduced its Evercore (EVR) stake by 34% in Q2 2026, selling an estimated $5.87M and leaving 32,961 shares worth $11.3M. The position accounts for 0.04% of the portfolio, ranked #381.
Steve Schonfeld first reported a position in EVR in Q1 2016 and has held it in 26 quarters since. The position peaked at $20.6M in Q3 2019. 709 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Steve Schonfeld held 32,961 shares of Evercore worth $11.3M as of Q2 2026.
- Steve Schonfeld sold 17,157 Evercore shares in Q2 2026, an estimated $5.87M.
- Evercore made up 0.04% of Steve Schonfeld's portfolio in Q2 2026, its #381 holding.
- Steve Schonfeld first reported a position in Evercore in Q1 2016 and has held it in 26 quarters since.
- Steve Schonfeld's Evercore position peaked at $20.6M in Q3 2019.
- 709 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.