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
Q3 		$426M Sell
1,654,569
-25,641
-2% -$7.8M 0.01% 733
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Capital Management's EVR Position: Q3 2026 in Review

Vanguard Capital Management reduced its Evercore (EVR) stake by 1.5% in Q3 2026, selling an estimated $7.8M and leaving 1,654,569 shares worth $426M. The position accounts for 0.01% of the portfolio, ranked #733.

Vanguard Capital Management first reported a position in EVR in Q1 2026 and has held it in 3 quarters since. The position peaked at $574M in Q2 2026. 530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Vanguard Capital Management held 1,654,569 shares of Evercore worth $426M as of Q3 2026.
  • Vanguard Capital Management sold 25,641 Evercore shares in Q3 2026, an estimated $7.8M.
  • Evercore made up 0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #733 holding.
  • Vanguard Capital Management first reported a position in Evercore in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Capital Management's Evercore position peaked at $574M in Q2 2026.
  • 530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.