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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
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 $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

Tidal Investments's EVR Position: Q1 2026 in Review

Tidal Investments increased its Evercore (EVR) stake by 385% in Q1 2026, buying an estimated $1.28M and bringing the position to 4,908 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Tidal Investments first reported a position in EVR in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Tidal Investments held 4,908 shares of Evercore worth $1.41M as of Q1 2026.
  • Tidal Investments bought 3,897 Evercore shares in Q1 2026, an estimated $1.28M.
  • Evercore made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1287 holding.
  • Tidal Investments first reported a position in Evercore in Q2 2021 and has held it in 15 quarters since.
  • Tidal Investments's Evercore position peaked at $1.7M in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.