V-Square Quantitative Management’s Evercore EVR Stock Holding History

V-Square Quantitative 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 Q3	$36K	Buy	140 +5	+4%	+$1.52K	﹤0.01%	620
2026 Q2	$46.1K	Buy	135 +59	+78%	+$20.2K	﹤0.01%	594
2026 Q1	$22.7K	Hold	76	–	–	﹤0.01%	695
2025 Q4	$25.9K	Buy	+76	New	+$24.4K	﹤0.01%	663
2025 Q1	–	Sell	-85	Closed	-$23.6K	–	706
2024 Q4	$23.6K	Buy	+85	New	+$24.1K	﹤0.01%	678

Other funds holding EVR

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

V-Square Quantitative Management's EVR Position: Q3 2026 in Review

V-Square Quantitative Management increased its Evercore (EVR) stake by 3.7% in Q3 2026, buying an estimated $1.52K and bringing the position to 140 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

V-Square Quantitative Management first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. The position peaked at $46.1K in Q2 2026. 75 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

V-Square Quantitative Management held 140 shares of Evercore worth $36K as of Q3 2026.
V-Square Quantitative Management bought 5 Evercore shares in Q3 2026, an estimated $1.52K.
Evercore made up ﹤0.01% of V-Square Quantitative Management's portfolio in Q3 2026, its #620 holding.
V-Square Quantitative Management first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
V-Square Quantitative Management's Evercore position peaked at $46.1K in Q2 2026.
75 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.