Vann Equity Management’s Evercore EVR Stock Holding History

Vann Equity 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	–	Sell	-1,159	Closed	-$346K	–	173
2026 Q1	$346K	Buy	+1,159	New	+$379K	0.25%	104

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vann Equity Management's EVR Position: Q2 2026 in Review

Vann Equity Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 1,159 shares — an estimated $346K sold.

Vann Equity Management first reported a position in EVR in Q1 2026 and held it in 1 quarter. The position peaked at $346K in Q1 2026. 703 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Vann Equity Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Vann Equity Management sold 1,159 Evercore shares in Q2 2026, an estimated $346K.
Vann Equity Management first reported a position in Evercore in Q1 2026 and held it in 1 quarter.
Vann Equity Management's Evercore position peaked at $346K in Q1 2026.
703 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.