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
Q1 		$4.75M Buy
+15,900
New +$5.21M 0.1% 228
2025
Q4 		– Sell
-15,200
Closed -$5.13M – 1506
2025
Q3 		$5.13M Buy
15,200
+1,500
+11% +$470K 0.02% 751
2025
Q2 		$3.7M Buy
+13,700
New +$3.01M 0.01% 1107

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

Twin Tree Management's EVR Position: Q1 2026 in Review

Twin Tree Management opened a new position in Evercore (EVR) in Q1 2026: 535 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in EVR as recently as Q3 2025.

Twin Tree Management first reported a position in EVR in Q1 2021 and has held it in 7 quarters since. The position peaked at $23.4M in Q2 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Twin Tree Management held 535 shares of Evercore worth $160K as of Q1 2026.
  • Evercore was a new Twin Tree Management position in Q1 2026.
  • Evercore made up ﹤0.01% of Twin Tree Management's portfolio in Q1 2026, its #1123 holding.
  • Twin Tree Management first reported a position in Evercore in Q1 2021 and has held it in 7 quarters since.
  • Twin Tree Management's Evercore position peaked at $23.4M in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.