Twin Tree Management
EVR icon

Twin Tree Management’s Evercore EVR Stock Holding History

Twin Tree 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
Q2 		– Sell
-535
Closed -$183K – 1493
2026
Q1 		$160K Buy
+535
New +$175K ﹤0.01% 1123
2025
Q4 		– Sell
-334
Closed -$113K – 1505
2025
Q3 		$113K Sell
334
-86,190
-100% -$27M ﹤0.01% 1367
2025
Q2 		$23.4M Buy
+86,524
New +$19M 0.04% 426
2025
Q1 		– Sell
-579
Closed -$160K – 1656
2024
Q4 		$160K Buy
579
+546
+1,655% +$155K ﹤0.01% 1402
2024
Q3 		$8.36K Buy
+33
New +$7.86K ﹤0.01% 1452
2021
Q3 		– Sell
-10,285
Closed -$1.45M – 1628
2021
Q2 		$1.45M Sell
10,285
-4,228
-29% -$591K ﹤0.01% 957
2021
Q1 		$1.91M Buy
+14,513
New +$1.77M 0.01% 862

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

Twin Tree Management's EVR Position: Q2 2026 in Review

Twin Tree Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 535 shares — an estimated $183K sold.

Twin Tree Management first reported a position in EVR in Q1 2021 and held it in 7 quarters. The position peaked at $23.4M in Q2 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Twin Tree Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Twin Tree Management sold 535 Evercore shares in Q2 2026, an estimated $183K.
  • Twin Tree Management first reported a position in Evercore in Q1 2021 and held it in 7 quarters.
  • Twin Tree Management's Evercore position peaked at $23.4M in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.