VNA
EVR icon

Valley National Advisers’s Evercore EVR Stock Holding History

Valley National Advisers’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 		$1.87M Sell
5,485
-105
-2% -$35.9K 0.21% 91
2026
Q1 		$1.67M Sell
5,590
-43
-0.8% -$14.1K 0.22% 97
2025
Q4 		$1.92M Sell
5,633
-24
-0.4% -$7.71K 0.27% 91
2025
Q3 		$1.91M Sell
5,657
-120
-2% -$37.6K 0.3% 98
2025
Q2 		$1.56M Sell
5,777
-342
-6% -$75.2K 0.25% 102
2025
Q1 		$1.22M Sell
6,119
-35
-0.6% -$8.72K 0.22% 114
2024
Q4 		$1.71M Sell
6,154
-690
-10% -$195K 0.31% 87
2024
Q3 		$1.73M Sell
6,844
-5,626
-45% -$1.34M 0.31% 93
2024
Q2 		$2.6M Sell
12,470
-437
-3% -$85K 0.39% 60
2024
Q1 		$2.48M Sell
12,907
-686
-5% -$124K 0.38% 64
2023
Q4 		$2.32M Sell
13,593
-771
-5% -$112K 0.37% 60
2023
Q3 		$1.98M Sell
14,364
-892
-6% -$121K 0.35% 60
2023
Q2 		$1.89M Sell
15,256
-813
-5% -$93.5K 0.32% 63
2023
Q1 		$1.96M Buy
16,069
+224
+1% +$27.8K 0.35% 64
2022
Q4 		$2M Sell
15,845
-538
-3% -$56.2K 0.36% 66
2022
Q3 		$1.51M Buy
16,383
+994
+6% +$94K 0.31% 72
2022
Q2 		$1.44M Buy
15,389
+1,043
+7% +$111K 0.3% 68
2022
Q1 		$1.6M Buy
14,346
+8,102
+130% +$997K 0.31% 73
2021
Q4 		$848K Buy
6,244
+790
+14% +$115K 0.16% 125
2021
Q3 		$729K Buy
5,454
+97
+2% +$13.2K 0.13% 134
2021
Q2 		$754K Hold
5,357
– – 0.14% 129
2021
Q1 		$706K Sell
5,357
-17
-0.3% -$2.08K 0.14% 127
2020
Q4 		$589K Buy
+5,374
New +$478K 0.12% 130

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

Valley National Advisers's EVR Position: Q2 2026 in Review

Valley National Advisers reduced its Evercore (EVR) stake by 1.9% in Q2 2026, selling an estimated $35.9K and leaving 5,485 shares worth $1.87M. The position accounts for 0.21% of the portfolio, ranked #91.

Valley National Advisers first reported a position in EVR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.6M in Q2 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Valley National Advisers held 5,485 shares of Evercore worth $1.87M as of Q2 2026.
  • Valley National Advisers sold 105 Evercore shares in Q2 2026, an estimated $35.9K.
  • Evercore made up 0.21% of Valley National Advisers's portfolio in Q2 2026, its #91 holding.
  • Valley National Advisers first reported a position in Evercore in Q4 2020 and has held it in 23 quarters since.
  • Valley National Advisers's Evercore position peaked at $2.6M in Q2 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.