TCA
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Transcend Capital Advisors’s Evercore EVR Stock Holding History

Transcend Capital Advisors’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 		$750K Buy
2,197
+773
+54% +$265K 0.05% 340
2026
Q1 		$425K Buy
1,424
+333
+31% +$109K 0.03% 426
2025
Q4 		$371K Buy
1,091
+116
+12% +$37.3K 0.03% 453
2025
Q3 		$329K Buy
975
+208
+27% +$65.2K 0.02% 503
2025
Q2 		$207K Buy
+767
New +$169K 0.02% 578

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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's EVR Position: Q2 2026 in Review

Transcend Capital Advisors increased its Evercore (EVR) stake by 54% in Q2 2026, buying an estimated $265K and bringing the position to 2,197 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #340.

Transcend Capital Advisors first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Transcend Capital Advisors held 2,197 shares of Evercore worth $750K as of Q2 2026.
  • Transcend Capital Advisors bought 773 Evercore shares in Q2 2026, an estimated $265K.
  • Evercore made up 0.05% of Transcend Capital Advisors's portfolio in Q2 2026, its #340 holding.
  • Transcend Capital Advisors first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.