TI
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Tidal Investments’s Evercore EVR Stock Holding History

Tidal Investments’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 		$2.6M Buy
7,610
+2,702
+55% +$925K ﹤0.01% 1224
2026
Q1 		$1.41M Buy
4,908
+3,897
+385% +$1.28M ﹤0.01% 1287
2025
Q4 		$344K Buy
1,011
+38
+4% +$12.2K ﹤0.01% 1817
2025
Q3 		$328K Sell
973
-1,622
-63% -$508K ﹤0.01% 1784
2025
Q2 		$701K Buy
2,595
+310
+14% +$68.2K ﹤0.01% 1196
2025
Q1 		$456K Buy
+2,285
New +$569K ﹤0.01% 1370
2023
Q4 		– Sell
-9,831
Closed -$1.36M – 1452
2023
Q3 		$1.36M Sell
9,831
-1,195
-11% -$162K 0.04% 448
2023
Q2 		$1.36M Sell
11,026
-617
-5% -$71K 0.04% 434
2023
Q1 		$1.34M Sell
11,643
-1,871
-14% -$233K 0.04% 391
2022
Q4 		$1.47M Sell
13,514
-1,774
-12% -$185K 0.06% 343
2022
Q3 		$1.26M Sell
15,288
-98
-0.6% -$9.27K 0.05% 310
2022
Q2 		$1.44M Buy
15,386
+1,381
+10% +$147K 0.05% 301
2022
Q1 		$1.56M Buy
14,005
+1,527
+12% +$188K 0.05% 295
2021
Q4 		$1.7M Buy
12,478
+2,026
+19% +$295K 0.05% 256
2021
Q3 		$1.4M Buy
10,452
+1,825
+21% +$248K 0.05% 238
2021
Q2 		$1.21M Buy
+8,627
New +$1.21M 0.05% 244

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tidal Investments's EVR Position: Q2 2026 in Review

Tidal Investments increased its Evercore (EVR) stake by 55% in Q2 2026, buying an estimated $925K and bringing the position to 7,610 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Tidal Investments first reported a position in EVR in Q2 2021 and has held it in 16 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Tidal Investments held 7,610 shares of Evercore worth $2.6M as of Q2 2026.
  • Tidal Investments bought 2,702 Evercore shares in Q2 2026, an estimated $925K.
  • Evercore made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1224 holding.
  • Tidal Investments first reported a position in Evercore in Q2 2021 and has held it in 16 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.