TwinBeech Capital’s Evercore EVR Stock Holding History

TwinBeech Capital’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	$2.25M	Buy	+6,600	New	+$2.26M	0.41%	76
2025 Q2	–	Sell	-93,431	Closed	-$18.7M	–	743
2025 Q1	$18.7M	Buy	93,431 +91,405	+4,512%	+$22.8M	0.34%	88
2024 Q4	$562K	Buy	+2,026	New	+$574K	0.01%	438
2023 Q2	–	Sell	-3,063	Closed	-$353K	–	677
2023 Q1	$353K	Buy	+3,063	New	+$381K	0.01%	531
2022 Q4	–	Sell	-34,080	Closed	-$2.8M	–	760
2022 Q3	$2.8M	Buy	+34,080	New	+$3.22M	0.07%	291
2020 Q1	–	Sell	-7,644	Closed	-$571K	–	348
2019 Q4	$571K	Buy	+7,644	New	+$583K	0.17%	193

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TwinBeech Capital's EVR Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Evercore (EVR) in Q2 2026: 6,600 shares worth $2.25M. The stake represents 0.41% of the portfolio and ranks #76 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in EVR as recently as Q1 2025.

TwinBeech Capital first reported a position in EVR in Q4 2019 and has held it in 6 quarters since. The position peaked at $18.7M in Q1 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

TwinBeech Capital held 6,600 shares of Evercore worth $2.25M as of Q2 2026.
Evercore was a new TwinBeech Capital position in Q2 2026.
Evercore made up 0.41% of TwinBeech Capital's portfolio in Q2 2026, its #76 holding.
TwinBeech Capital first reported a position in Evercore in Q4 2019 and has held it in 6 quarters since.
TwinBeech Capital's Evercore position peaked at $18.7M in Q1 2025.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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