VCM
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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Versant Capital Management increased its Evercore (EVR) stake by 19% in Q2 2026, buying an estimated $49.3K and bringing the position to 889 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #462.

Versant Capital Management first reported a position in EVR in Q4 2015 and has held it in 11 quarters since. 72 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Versant Capital Management held 889 shares of Evercore worth $304K as of Q2 2026.
  • Versant Capital Management bought 144 Evercore shares in Q2 2026, an estimated $49.3K.
  • Evercore made up 0.03% of Versant Capital Management's portfolio in Q2 2026, its #462 holding.
  • Versant Capital Management first reported a position in Evercore in Q4 2015 and has held it in 11 quarters since.
  • 72 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.