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Verdence Capital Advisors’s Evercore EVR Stock Holding History

Verdence Capital Advisors’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 		$10.2M Sell
29,802
-3
-0% -$1.03K 0.53% 39
2026
Q1 		$8.9M Sell
29,805
-3,352
-10% -$1.1M 0.52% 38
2025
Q4 		$11.3M Buy
33,157
+341
+1% +$110K 0.67% 33
2025
Q3 		$10.8M Sell
32,816
-309
-0.9% -$96.8K 0.62% 31
2025
Q2 		$8.94M Buy
33,125
+3,793
+13% +$834K 0.61% 32
2025
Q1 		$5.86M Buy
29,332
+1,017
+4% +$253K 0.45% 52
2024
Q4 		$7.85M Buy
28,315
+183
+0.7% +$51.8K 0.63% 34
2024
Q3 		$7.13M Buy
28,132
+886
+3% +$211K 0.57% 39
2024
Q2 		$5.68M Buy
27,246
+886
+3% +$172K 0.51% 46
2024
Q1 		$5.08M Sell
26,360
-2,613
-9% -$473K 0.46% 51
2023
Q4 		$4.96M Buy
28,973
+402
+1% +$58.2K 0.48% 47
2023
Q3 		$3.94M Buy
28,571
+3,763
+15% +$511K 0.43% 55
2023
Q2 		$3.07M Sell
24,808
-221
-0.9% -$25.4K 0.36% 72
2023
Q1 		$2.89M Buy
25,029
+901
+4% +$112K 0.35% 72
2022
Q4 		$2.63M Sell
24,128
-2,692
-10% -$281K 0.32% 77
2022
Q3 		$2.21M Sell
26,820
-129
-0.5% -$12.2K 0.3% 90
2022
Q2 		$2.52M Buy
26,949
+5,812
+27% +$619K 0.33% 83
2022
Q1 		$2.35M Buy
21,137
+700
+3% +$86.1K 0.27% 101
2021
Q4 		$2.78M Buy
20,437
+481
+2% +$70.1K 0.33% 79
2021
Q3 		$2.67M Buy
19,956
+211
+1% +$28.7K 0.35% 78
2021
Q2 		$2.78M Buy
19,745
+84
+0.4% +$11.7K 0.39% 72
2021
Q1 		$2.59M Buy
19,661
+539
+3% +$65.8K 0.44% 61
2020
Q4 		$2.1M Buy
19,122
+429
+2% +$38.2K 0.4% 65
2020
Q3 		$1.22M Buy
+18,693
New +$1.13M 0.28% 96

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

Verdence Capital Advisors's EVR Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Evercore (EVR) stake by 0.01% in Q2 2026, selling an estimated $1.03K and leaving 29,802 shares worth $10.2M. The position accounts for 0.53% of the portfolio, ranked #39.

Verdence Capital Advisors first reported a position in EVR in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.3M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Verdence Capital Advisors held 29,802 shares of Evercore worth $10.2M as of Q2 2026.
  • Verdence Capital Advisors sold 3 Evercore shares in Q2 2026, an estimated $1.03K.
  • Evercore made up 0.53% of Verdence Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Verdence Capital Advisors first reported a position in Evercore in Q3 2020 and has held it in 24 quarters since.
  • Verdence Capital Advisors's Evercore position peaked at $11.3M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.