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EVR icon

Vestcor Inc’s Evercore EVR Stock Holding History

Vestcor Inc’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 		$2.33M Sell
6,824
-1,151
-14% -$394K 0.06% 310
2026
Q1 		$2.38M Buy
7,975
+3,389
+74% +$1.11M 0.07% 294
2025
Q4 		$1.56M Buy
4,586
+3,957
+629% +$1.27M 0.04% 376
2025
Q3 		$212K Sell
629
-1,779
-74% -$557K 0.01% 969
2025
Q2 		$650K Hold
2,408
– – 0.02% 612
2025
Q1 		$481K Sell
2,408
-6,851
-74% -$1.71M 0.02% 685
2024
Q4 		$2.57M Buy
9,259
+2,991
+48% +$847K 0.09% 242
2024
Q3 		$1.59M Buy
6,268
+995
+19% +$237K 0.05% 339
2024
Q2 		$1.1M Hold
5,273
– – 0.04% 406
2024
Q1 		$1.02M Sell
5,273
-57
-1% -$10.3K 0.03% 416
2023
Q4 		$912K Hold
5,330
– – 0.03% 464
2023
Q3 		$735K Buy
5,330
+1,981
+59% +$269K 0.03% 503
2023
Q2 		$414K Sell
3,349
-22,588
-87% -$2.6M 0.02% 649
2023
Q1 		$2.99M Buy
+25,937
New +$3.22M 0.11% 204
2021
Q4 		– Sell
-1,200
Closed -$160K – 1435
2021
Q3 		$160K Hold
1,200
– – 0.01% 902
2021
Q2 		$169K Sell
1,200
-8,171
-87% -$1.14M 0.01% 926
2021
Q1 		$1.24M Buy
9,371
+7,671
+451% +$937K 0.05% 411
2020
Q4 		$186K Buy
+1,700
New +$151K 0.01% 753

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 $3.38T AUM 44.17% 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

Vestcor Inc's EVR Position: Q2 2026 in Review

Vestcor Inc reduced its Evercore (EVR) stake by 14% in Q2 2026, selling an estimated $394K and leaving 6,824 shares worth $2.33M. The position accounts for 0.06% of the portfolio, ranked #310.

Vestcor Inc first reported a position in EVR in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.99M in Q1 2023. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Vestcor Inc held 6,824 shares of Evercore worth $2.33M as of Q2 2026.
  • Vestcor Inc sold 1,151 Evercore shares in Q2 2026, an estimated $394K.
  • Evercore made up 0.06% of Vestcor Inc's portfolio in Q2 2026, its #310 holding.
  • Vestcor Inc first reported a position in Evercore in Q4 2020 and has held it in 18 quarters since.
  • Vestcor Inc's Evercore position peaked at $2.99M in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Vestcor Inc's 13F filing for Q2 2026, filed 11 Aug 2026.