SummitTX Capital’s Evercore EVR Stock Holding History

SummitTX Capital’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	$12.6M	Buy	36,804 +12,715	+53%	+$4.35M	0.32%	67
2026 Q1	$7.19M	Buy	24,089 +17,676	+276%	+$5.79M	0.22%	110
2025 Q4	$2.18M	Buy	+6,413	New	+$2.06M	0.07%	298

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

SummitTX Capital's EVR Position: Q2 2026 in Review

SummitTX Capital increased its Evercore (EVR) stake by 53% in Q2 2026, buying an estimated $4.35M and bringing the position to 36,804 shares worth $12.6M. The position accounts for 0.32% of the portfolio, ranked #67.

SummitTX Capital first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

SummitTX Capital held 36,804 shares of Evercore worth $12.6M as of Q2 2026.
SummitTX Capital bought 12,715 Evercore shares in Q2 2026, an estimated $4.35M.
Evercore made up 0.32% of SummitTX Capital's portfolio in Q2 2026, its #67 holding.
SummitTX Capital first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.