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 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 $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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SummitTX Capital's EVR Position: Q1 2026 in Review

SummitTX Capital increased its Evercore (EVR) stake by 276% in Q1 2026, buying an estimated $5.79M and bringing the position to 24,089 shares worth $7.19M. The position accounts for 0.22% of the portfolio, ranked #110.

SummitTX Capital first reported a position in EVR in Q4 2025 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

SummitTX Capital held 24,089 shares of Evercore worth $7.19M as of Q1 2026.
SummitTX Capital bought 17,676 Evercore shares in Q1 2026, an estimated $5.79M.
Evercore made up 0.22% of SummitTX Capital's portfolio in Q1 2026, its #110 holding.
SummitTX Capital first reported a position in Evercore in Q4 2025 and has held it in 2 quarters since.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.