Versant Capital Management
EVR icon

Versant Capital Management’s Evercore EVR Stock Holding History

Versant 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 		$143K Sell
556
-333
-37% -$101K 0.01% 767
2026
Q2 		$304K Buy
889
+144
+19% +$49.3K 0.03% 462
2026
Q1 		$222K Buy
745
+122
+20% +$39.9K 0.02% 550
2025
Q4 		$212K Buy
623
+69
+12% +$22.2K 0.03% 471
2025
Q3 		$187K Buy
554
+15
+3% +$4.7K 0.03% 496
2025
Q2 		$146K Buy
539
+209
+63% +$46K 0.02% 541
2025
Q1 		$65.9K Buy
330
+153
+86% +$38.1K 0.01% 759
2024
Q4 		$49.1K Buy
177
+44
+33% +$12.5K 0.01% 585
2024
Q3 		$33.7K Buy
133
+132
+13,200% +$31.4K 0.01% 589
2024
Q2 		$208 Buy
+1
New +$195 ﹤0.01% 1901
2023
Q2 		– Sell
-24
Closed -$2.77K – 2061
2023
Q1 		$2.77K Buy
+24
New +$2.98K ﹤0.01% 1177
2016
Q1 		– Sell
-582
Closed -$31K – 1362
2015
Q4 		$31K Buy
+582
New +$31.4K 0.02% 357

Other funds holding EVR

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

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

Versant Capital Management reduced its Evercore (EVR) stake by 37% in Q3 2026, selling an estimated $101K and leaving 556 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #767.

Versant Capital Management first reported a position in EVR in Q4 2015 and has held it in 12 quarters since. The position peaked at $304K in Q2 2026. 205 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Versant Capital Management held 556 shares of Evercore worth $143K as of Q3 2026.
  • Versant Capital Management sold 333 Evercore shares in Q3 2026, an estimated $101K.
  • Evercore made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #767 holding.
  • Versant Capital Management first reported a position in Evercore in Q4 2015 and has held it in 12 quarters since.
  • Versant Capital Management's Evercore position peaked at $304K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.