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Triasima Portfolio Management’s Evercore EVR Stock Holding History

Triasima Portfolio 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 		– Sell
-13,096
Closed -$4.46M – 147
2025
Q4 		$4.46M Buy
13,096
+3,668
+39% +$1.18M 0.67% 46
2025
Q3 		$3.18M Buy
+9,428
New +$2.95M 0.48% 71

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triasima Portfolio Management's EVR Position: Q1 2026 in Review

Triasima Portfolio Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 13,096 shares — an estimated $4.46M sold.

Triasima Portfolio Management first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $4.46M in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Triasima Portfolio Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Triasima Portfolio Management sold 13,096 Evercore shares in Q1 2026, an estimated $4.46M.
  • Triasima Portfolio Management first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
  • Triasima Portfolio Management's Evercore position peaked at $4.46M in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Triasima Portfolio Management's 13F filing for Q1 2026, filed 24 Apr 2026.