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 		$649K Sell
1,900
-14,000
-88% -$4.79M 0.01% 961
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 $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. 713 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.
  • 713 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.