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Tremblant Capital Group’s Evercore EVR Stock Holding History

Tremblant Capital Group’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 		$4.67M Buy
13,673
+192
+1% +$65.7K 0.13% 55
2026
Q1 		$4.02M Sell
13,481
-132,165
-91% -$43.3M 0.13% 56
2025
Q4 		$49.6M Buy
145,646
+130,737
+877% +$42M 1.26% 34
2025
Q3 		$5.03M Sell
14,909
-2,474
-14% -$775K 0.52% 34
2025
Q2 		$4.69M Buy
17,383
+3,544
+26% +$779K 0.45% 35
2025
Q1 		$2.76M Buy
13,839
+594
+4% +$148K 0.31% 43
2024
Q4 		$3.67M Buy
13,245
+1,728
+15% +$489K 0.38% 38
2024
Q3 		$2.92M Buy
11,517
+866
+8% +$206K 0.32% 37
2024
Q2 		$2.22M Buy
10,651
+3,683
+53% +$717K 0.24% 37
2024
Q1 		$1.34M Buy
6,968
+3,366
+93% +$609K 0.14% 38
2023
Q4 		$616K Buy
3,602
+536
+17% +$77.6K 0.07% 33
2023
Q3 		$423K Buy
3,066
+799
+35% +$108K 0.04% 39
2023
Q2 		$280K Hold
2,267
– – 0.03% 38
2023
Q1 		$262K Buy
2,267
+58
+3% +$7.21K 0.03% 39
2022
Q4 		$241K Buy
+2,209
New +$231K 0.02% 35

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

Tremblant Capital Group's EVR Position: Q2 2026 in Review

Tremblant Capital Group increased its Evercore (EVR) stake by 1.4% in Q2 2026, buying an estimated $65.7K and bringing the position to 13,673 shares worth $4.67M. The position accounts for 0.13% of the portfolio, ranked #55.

Tremblant Capital Group first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. The position peaked at $49.6M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Tremblant Capital Group held 13,673 shares of Evercore worth $4.67M as of Q2 2026.
  • Tremblant Capital Group bought 192 Evercore shares in Q2 2026, an estimated $65.7K.
  • Evercore made up 0.13% of Tremblant Capital Group's portfolio in Q2 2026, its #55 holding.
  • Tremblant Capital Group first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
  • Tremblant Capital Group's Evercore position peaked at $49.6M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Tremblant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.