TRCT
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Tower Research Capital (TRC)’s Evercore EVR Stock Holding History

Tower Research Capital (TRC)’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 		$506K Buy
1,695
+425
+33% +$139K 0.01% 912
2025
Q4 		$432K Sell
1,270
-59
-4% -$19K 0.01% 910
2025
Q3 		$448K Sell
1,329
-1,906
-59% -$597K 0.01% 945
2025
Q2 		$874K Buy
3,235
+1,660
+105% +$365K 0.02% 608
2025
Q1 		$315K Sell
1,575
-846
-35% -$211K 0.01% 1114
2024
Q4 		$671K Buy
2,421
+616
+34% +$174K 0.01% 874
2024
Q3 		$457K Buy
1,805
+793
+78% +$189K 0.01% 930
2024
Q2 		$211K Sell
1,012
-636
-39% -$124K ﹤0.01% 2031
2024
Q1 		$317K Sell
1,648
-2,387
-59% -$432K 0.01% 1125
2023
Q4 		$690K Buy
4,035
+3,138
+350% +$454K 0.01% 1123
2023
Q3 		$124K Sell
897
-1,220
-58% -$166K ﹤0.01% 1822
2023
Q2 		$262K Sell
2,117
-1,616
-43% -$186K 0.01% 1376
2023
Q1 		$430K Buy
3,733
+2,160
+137% +$268K 0.01% 924
2022
Q4 		$171K Sell
1,573
-460
-23% -$48K 0.01% 1413
2022
Q3 		$167K Sell
2,033
-444
-18% -$42K ﹤0.01% 2098
2022
Q2 		$232K Buy
2,477
+1,543
+165% +$164K 0.01% 1656
2022
Q1 		$104K Sell
934
-1,220
-57% -$150K ﹤0.01% 2167
2021
Q4 		$292K Sell
2,154
-669
-24% -$97.5K 0.01% 1497
2021
Q3 		$378K Sell
2,823
-894
-24% -$121K 0.01% 1191
2021
Q2 		$523K Sell
3,717
-1,339
-26% -$187K 0.01% 1155
2021
Q1 		$666K Buy
5,056
+3,073
+155% +$375K 0.01% 1006
2020
Q4 		$217K Buy
1,983
+1,141
+136% +$102K 0.01% 1638
2020
Q3 		$55K Sell
842
-2,558
-75% -$155K ﹤0.01% 3496
2020
Q2 		$200K Buy
3,400
+1,727
+103% +$93.9K 0.01% 1785
2020
Q1 		$77K Buy
1,673
+859
+106% +$57.5K ﹤0.01% 1096
2019
Q4 		$61K Buy
814
+662
+436% +$50.5K 0.01% 1213
2019
Q3 		$12K Sell
152
-22,133
-99% -$1.83M ﹤0.01% 2817
2019
Q2 		$1.97M Buy
22,285
+18,959
+570% +$1.69M 0.13% 118
2019
Q1 		$303K Buy
3,326
+3,136
+1,651% +$275K 0.02% 924
2018
Q4 		$14K Sell
190
-3,387
-95% -$278K ﹤0.01% 2199
2018
Q3 		$359K Buy
3,577
+1,739
+95% +$187K 0.03% 662
2018
Q2 		$194K Sell
1,838
-4,973
-73% -$513K 0.01% 1082
2018
Q1 		$594K Buy
6,811
+6,592
+3,010% +$621K 0.05% 391
2017
Q4 		$20K Sell
219
-5,001
-96% -$417K ﹤0.01% 2062
2017
Q3 		$419K Buy
+5,220
New +$392K 0.03% 318
2017
Q1 		– Sell
-909
Closed -$62K – 3270
2016
Q4 		$62K Buy
+909
New +$55.9K 0.01% 1279
2016
Q3 		– Sell
-4,413
Closed -$195K – 3841
2016
Q2 		$195K Buy
4,413
+4,408
+88,160% +$219K 0.02% 676
2016
Q1 		$0 Sell
5
-95
-95% -$4.54K ﹤0.01% 4335
2015
Q4 		$5K Buy
+100
New +$5.4K ﹤0.01% 2961
2015
Q2 		– Sell
-1,298
Closed -$66.2K – 4543
2015
Q1 		$67K Buy
1,298
+1,268
+4,227% +$64.4K 0.01% 1230
2014
Q4 		$2K Sell
30
-138
-82% -$6.91K ﹤0.01% 3329
2014
Q3 		$8K Buy
+168
New +$8.7K ﹤0.01% 2973
2014
Q2 		– Sell
-52
Closed -$3K – 4193
2014
Q1 		$3K Buy
+52
New +$2.98K ﹤0.01% 3612
2013
Q4 		– Sell
-3,360
Closed -$165K – 4579
2013
Q3 		$165K Buy
+3,360
New +$155K 0.02% 888

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

Tower Research Capital (TRC)'s EVR Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Evercore (EVR) stake by 33% in Q1 2026, buying an estimated $139K and bringing the position to 1,695 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #912.

Tower Research Capital (TRC) first reported a position in EVR in Q3 2013 and has held it in 44 quarters since. The position peaked at $1.97M in Q2 2019. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Tower Research Capital (TRC) held 1,695 shares of Evercore worth $506K as of Q1 2026.
  • Tower Research Capital (TRC) bought 425 Evercore shares in Q1 2026, an estimated $139K.
  • Evercore made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #912 holding.
  • Tower Research Capital (TRC) first reported a position in Evercore in Q3 2013 and has held it in 44 quarters since.
  • Tower Research Capital (TRC)'s Evercore position peaked at $1.97M in Q2 2019.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.