Vanguard Capital Management
EVR icon

Vanguard Capital Management’s Evercore EVR Stock Holding History

Vanguard Capital 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 		$574M Sell
1,680,210
-14,739
-0.9% -$5.04M 0.01% 656
2026
Q1 		$506M Buy
+1,694,949
New +$555M 0.01% 667

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Vanguard Capital Management reduced its Evercore (EVR) stake by 0.87% in Q2 2026, selling an estimated $5.04M and leaving 1,680,210 shares worth $574M. The position accounts for 0.01% of the portfolio, ranked #656.

Vanguard Capital 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 Capital Management held 1,680,210 shares of Evercore worth $574M as of Q2 2026.
  • Vanguard Capital Management sold 14,739 Evercore shares in Q2 2026, an estimated $5.04M.
  • Evercore made up 0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #656 holding.
  • Vanguard Capital 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 Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.