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TimesSquare Capital Management’s Evercore EVR Stock Holding History

TimesSquare Capital Management’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 		$49.5M Sell
165,966
-2,708
-2% -$887K 0.84% 39
2025
Q4 		$57.4M Buy
168,674
+19,988
+13% +$6.42M 0.86% 41
2025
Q3 		$50.2M Buy
148,686
+43,336
+41% +$13.6M 0.72% 52
2025
Q2 		$28.4M Buy
+105,350
New +$23.2M 0.41% 91
2022
Q3 		– Sell
-201,955
Closed -$18.9M – 192
2022
Q2 		$18.9M Sell
201,955
-132,100
-40% -$14.1M 0.26% 142
2022
Q1 		$37.2M Sell
334,055
-45,200
-12% -$5.56M 0.42% 105
2021
Q4 		$51.5M Buy
379,255
+74,480
+24% +$10.9M 0.46% 97
2021
Q3 		$40.7M Sell
304,775
-29,575
-9% -$4.02M 0.36% 126
2021
Q2 		$47.1M Sell
334,350
-99,300
-23% -$13.9M 0.39% 113
2021
Q1 		$57.1M Sell
433,650
-98,400
-18% -$12M 0.49% 88
2020
Q4 		$58.3M Sell
532,050
-196,400
-27% -$17.5M 0.47% 92
2020
Q3 		$47.7M Sell
728,450
-129,660
-15% -$7.87M 0.45% 96
2020
Q2 		$50.6M Sell
858,110
-112,090
-12% -$6.1M 0.48% 88
2020
Q1 		$44.7M Sell
970,200
-26,150
-3% -$1.75M 0.53% 70
2019
Q4 		$74.5M Buy
996,350
+667,250
+203% +$50.9M 0.66% 46
2019
Q3 		$26.4M Buy
329,100
+81,600
+33% +$6.76M 0.23% 157
2019
Q2 		$21.9M Buy
+247,500
New +$22M 0.17% 170

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

TimesSquare Capital Management's EVR Position: Q1 2026 in Review

TimesSquare Capital Management reduced its Evercore (EVR) stake by 1.6% in Q1 2026, selling an estimated $887K and leaving 165,966 shares worth $49.5M. The position accounts for 0.84% of the portfolio, ranked #39.

TimesSquare Capital Management first reported a position in EVR in Q2 2019 and has held it in 17 quarters since. The position peaked at $74.5M in Q4 2019. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • TimesSquare Capital Management held 165,966 shares of Evercore worth $49.5M as of Q1 2026.
  • TimesSquare Capital Management sold 2,708 Evercore shares in Q1 2026, an estimated $887K.
  • Evercore made up 0.84% of TimesSquare Capital Management's portfolio in Q1 2026, its #39 holding.
  • TimesSquare Capital Management first reported a position in Evercore in Q2 2019 and has held it in 17 quarters since.
  • TimesSquare Capital Management's Evercore position peaked at $74.5M in Q4 2019.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on TimesSquare Capital Management's 13F filing for Q1 2026, filed 7 May 2026.