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Tidemark’s Evercore EVR Stock Holding History

Tidemark’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 		$23.3K Hold
68
– – 0.01% 393
2026
Q1 		$20.4K Buy
+68
New +$22.3K 0.01% 366
2025
Q4 		– Sell
-68
Closed -$23K – 679
2025
Q3 		$23K Sell
68
-45
-40% -$14.1K 0.01% 338
2025
Q2 		$30.5K Buy
113
+88
+352% +$19.4K 0.01% 306
2025
Q1 		$4.99K Buy
+25
New +$6.23K ﹤0.01% 523

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

Tidemark's EVR Position: Q2 2026 in Review

Tidemark held its Evercore (EVR) position steady in Q2 2026 at 68 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #393.

Tidemark first reported a position in EVR in Q1 2025 and has held it in 5 quarters since. The position peaked at $30.5K in Q2 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Tidemark held 68 shares of Evercore worth $23.3K as of Q2 2026.
  • Tidemark left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.01% of Tidemark's portfolio in Q2 2026, its #393 holding.
  • Tidemark first reported a position in Evercore in Q1 2025 and has held it in 5 quarters since.
  • Tidemark's Evercore position peaked at $30.5K in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.