Vanguard Asset Management
EVR icon

Vanguard Asset Management’s Evercore EVR Stock Holding History

Vanguard Asset 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 		$12.3M Buy
35,975
+1,183
+3% +$405K 0.01% 651
2026
Q1 		$10.4M Buy
+34,792
New +$11.4M 0.01% 647

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 $218B AUM 29.41% 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 $1.9T AUM 41.92% 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 $240B AUM 35.51% 1-Year Est. Return

Vanguard Asset Management's EVR Position: Q2 2026 in Review

Vanguard Asset Management increased its Evercore (EVR) stake by 3.4% in Q2 2026, buying an estimated $405K and bringing the position to 35,975 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #651.

Vanguard Asset Management first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 667 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Vanguard Asset Management held 35,975 shares of Evercore worth $12.3M as of Q2 2026.
  • Vanguard Asset Management bought 1,183 Evercore shares in Q2 2026, an estimated $405K.
  • Evercore made up 0.01% of Vanguard Asset Management's portfolio in Q2 2026, its #651 holding.
  • Vanguard Asset Management first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
  • 667 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Vanguard Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.