Steven Cohen’s Evercore EVR Stock Holding History

Steven Cohen’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	$118M	Sell	344,521 -46,063	-12%	-$15.8M	0.13%	166
2026 Q1	$117M	Buy	+390,584	New	+$128M	0.15%	141
2025 Q2	–	Sell	-186,735	Closed	-$37.3M	–	2319
2025 Q1	$37.3M	Buy	+186,735	New	+$46.5M	0.09%	286
2024 Q3	–	Sell	-50,027	Closed	-$10.4M	–	2089
2024 Q2	$10.4M	Buy	+50,027	New	+$9.73M	0.03%	603
2024 Q1	–	Sell	-105,700	Closed	-$18.1M	–	2305
2023 Q4	$18.1M	Buy	+105,700	New	+$15.3M	0.04%	468
2023 Q2	–	Sell	-114,401	Closed	-$13.2M	–	2352
2023 Q1	$13.2M	Buy	+114,401	New	+$14.2M	0.04%	468
2022 Q3	–	Sell	-82,424	Closed	-$7.72M	–	1490
2022 Q2	$7.72M	Buy	+82,424	New	+$8.78M	0.03%	587
2021 Q4	–	Sell	-404,000	Closed	-$54M	–	1151
2021 Q3	$54M	Buy	+404,000	New	+$54.9M	0.24%	93
2020 Q2	–	Sell	-277,500	Closed	-$12.8M	–	865
2020 Q1	$12.8M	Sell	277,500 -45,219	-14%	-$3.03M	0.1%	277
2019 Q4	$24.1M	Sell	322,719 -167,683	-34%	-$12.8M	0.13%	230
2019 Q3	$39.3M	Buy	490,402 +293,948	+150%	+$24.4M	0.24%	123
2019 Q2	$17.4M	Buy	196,454 +191,165	+3,614%	+$17M	0.09%	279
2019 Q1	$481K	Buy	+5,289	New	+$464K	﹤0.01%	871
2018 Q3	–	Sell	-56,300	Closed	-$5.94M	–	1063
2018 Q2	$5.94M	Buy	+56,300	New	+$5.81M	0.02%	564
2016 Q3	–	Sell	-57,300	Closed	-$2.53M	–	754
2016 Q2	$2.53M	Buy	+57,300	New	+$2.85M	0.02%	533

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Steven Cohen's EVR Position: Q2 2026 in Review

Steven Cohen reduced its Evercore (EVR) stake by 12% in Q2 2026, selling an estimated $15.8M and leaving 344,521 shares worth $118M. The position accounts for 0.13% of the portfolio, ranked #166.

Steven Cohen first reported a position in EVR in Q2 2016 and has held it in 15 quarters since. 709 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Steven Cohen held 344,521 shares of Evercore worth $118M as of Q2 2026.
Steven Cohen sold 46,063 Evercore shares in Q2 2026, an estimated $15.8M.
Evercore made up 0.13% of Steven Cohen's portfolio in Q2 2026, its #166 holding.
Steven Cohen first reported a position in Evercore in Q2 2016 and has held it in 15 quarters since.
709 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.