University of Texas/Texas AM Investment Management Co (UTIMCO)’s Evercore EVR Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	-17,781	Closed	-$5.31M	–	439
2026 Q1	$5.31M	Buy	+17,781	New	+$5.82M	0.77%	20
2025 Q4	–	Sell	-17,171	Closed	-$5.79M	–	337
2025 Q3	$5.79M	Sell	17,171 -6,844	-28%	-$2.14M	0.84%	22
2025 Q2	$6.48M	Buy	+24,015	New	+$5.28M	1.02%	20

Other funds holding EVR

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s EVR Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of Evercore (EVR) in Q2 2026, closing a stake of 17,781 shares — an estimated $5.31M sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in EVR in Q2 2025 and held it in 3 quarters. The position peaked at $6.48M in Q2 2025. 482 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
University of Texas/Texas AM Investment Management Co (UTIMCO) sold 17,781 Evercore shares in Q2 2026, an estimated $5.31M.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Evercore in Q2 2025 and held it in 3 quarters.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s Evercore position peaked at $6.48M in Q2 2025.
482 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.