Thrivent Financial for Lutherans
EVR icon

Thrivent Financial for Lutherans’s Evercore EVR Stock Holding History

Thrivent Financial for Lutherans’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 		$6.58M Sell
22,057
-1,137
-5% -$372K 0.01% 797
2025
Q4 		$7.89M Buy
23,194
+1,775
+8% +$571K 0.01% 757
2025
Q3 		$7.22M Buy
21,419
+1,718
+9% +$538K 0.01% 729
2025
Q2 		$5.32M Sell
19,701
-40,762
-67% -$8.97M 0.01% 796
2025
Q1 		$12.1M Buy
60,463
+30,586
+102% +$7.62M 0.03% 538
2024
Q4 		$8.28M Sell
29,877
-24,483
-45% -$6.94M 0.02% 723
2024
Q3 		$13.8M Sell
54,360
-7,032
-11% -$1.67M 0.03% 578
2024
Q2 		$12.8M Sell
61,392
-2,269
-4% -$442K 0.03% 587
2024
Q1 		$12.3M Buy
63,661
+28
+0% +$5.07K 0.02% 598
2023
Q4 		$10.9M Sell
63,633
-785
-1% -$114K 0.02% 616
2023
Q3 		$8.88M Buy
64,418
+55,312
+607% +$7.51M 0.02% 642
2023
Q2 		$1.13M Sell
9,106
-324
-3% -$37.3K ﹤0.01% 1727
2023
Q1 		$1.09M Sell
9,430
-87
-0.9% -$10.8K ﹤0.01% 1733
2022
Q4 		$1.04M Sell
9,517
-14
-0.1% -$1.46K ﹤0.01% 1709
2022
Q3 		$784K Sell
9,531
-1,119
-11% -$106K ﹤0.01% 1832
2022
Q2 		$997K Buy
10,650
+454
+4% +$48.4K ﹤0.01% 1711
2022
Q1 		$1.14M Sell
10,196
-7,472
-42% -$919K ﹤0.01% 1753
2021
Q4 		$2.4M Sell
17,668
-92,209
-84% -$13.4M ﹤0.01% 1263
2021
Q3 		$14.7M Sell
109,877
-295,002
-73% -$40.1M 0.03% 553
2021
Q2 		$57M Buy
404,879
+25,267
+7% +$3.53M 0.12% 219
2021
Q1 		$50M Sell
379,612
-32,531
-8% -$3.97M 0.11% 224
2020
Q4 		$45.2M Buy
412,143
+24,788
+6% +$2.21M 0.1% 246
2020
Q3 		$25.4M Buy
387,355
+2,814
+0.7% +$171K 0.07% 338
2020
Q2 		$22.7M Buy
384,541
+374,328
+3,665% +$20.4M 0.07% 333
2020
Q1 		$470K Hold
10,213
– – ﹤0.01% 1749
2019
Q4 		$764K Sell
10,213
-139
-1% -$10.6K ﹤0.01% 1640
2019
Q3 		$829K Sell
10,352
-485
-4% -$40.2K ﹤0.01% 1536
2019
Q2 		$960K Buy
10,837
+349
+3% +$31.1K ﹤0.01% 1437
2019
Q1 		$954K Buy
10,488
+90
+0.9% +$7.9K ﹤0.01% 1408
2018
Q4 		$744K Buy
10,398
+583
+6% +$47.9K ﹤0.01% 1343
2018
Q3 		$987K Buy
9,815
+536
+6% +$57.8K ﹤0.01% 1293
2018
Q2 		$978K Sell
9,279
-150
-2% -$15.5K ﹤0.01% 1264
2018
Q1 		$822K Sell
9,429
-14,921
-61% -$1.41M ﹤0.01% 1343
2017
Q4 		$2.19M Buy
24,350
+480
+2% +$40K 0.01% 881
2017
Q3 		$1.92M Sell
23,870
-1,020
-4% -$76.7K 0.01% 881
2017
Q2 		$1.75M Sell
24,890
-9,270
-27% -$674K 0.01% 870
2017
Q1 		$2.66M Sell
34,160
-41,229
-55% -$3.2M 0.01% 751
2016
Q4 		$5.18M Sell
75,389
-62,710
-45% -$3.86M 0.02% 561
2016
Q3 		$7.11M Buy
138,099
+770
+0.6% +$38.7K 0.03% 486
2016
Q2 		$6.07M Buy
137,329
+890
+0.7% +$44.3K 0.03% 522
2016
Q1 		$7.06M Sell
136,439
-10,650
-7% -$509K 0.03% 465
2015
Q4 		$7.95M Sell
147,089
-46,300
-24% -$2.5M 0.04% 413
2015
Q3 		$9.71M Buy
193,389
+35,000
+22% +$1.92M 0.05% 347
2015
Q2 		$8.55M Buy
158,389
+600
+0.4% +$30.6K 0.05% 364
2015
Q1 		$8.15M Buy
157,789
+12,700
+9% +$645K 0.05% 376
2014
Q4 		$7.6M Buy
145,089
+45,400
+46% +$2.27M 0.04% 378
2014
Q3 		$4.69M Buy
99,689
+400
+0.4% +$20.7K 0.03% 486
2014
Q2 		$5.72M Buy
99,289
+25,889
+35% +$1.42M 0.03% 457
2014
Q1 		$4.05M Buy
73,400
+2,900
+4% +$166K 0.03% 478
2013
Q4 		$4.21M Buy
70,500
+59,200
+524% +$3.15M 0.03% 467
2013
Q3 		$556K Buy
+11,300
New +$520K ﹤0.01% 878

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

Thrivent Financial for Lutherans's EVR Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its Evercore (EVR) stake by 4.9% in Q1 2026, selling an estimated $372K and leaving 22,057 shares worth $6.58M. The position accounts for 0.01% of the portfolio, ranked #797.

Thrivent Financial for Lutherans first reported a position in EVR in Q3 2013 and has held it in 51 quarters since. The position peaked at $57M in Q2 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Thrivent Financial for Lutherans held 22,057 shares of Evercore worth $6.58M as of Q1 2026.
  • Thrivent Financial for Lutherans sold 1,137 Evercore shares in Q1 2026, an estimated $372K.
  • Evercore made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #797 holding.
  • Thrivent Financial for Lutherans first reported a position in Evercore in Q3 2013 and has held it in 51 quarters since.
  • Thrivent Financial for Lutherans's Evercore position peaked at $57M in Q2 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.