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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vestcor Inc's EVR Position: Q1 2026 in Review

Vestcor Inc increased its Evercore (EVR) stake by 74% in Q1 2026, buying an estimated $1.11M and bringing the position to 7,975 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #294.

Vestcor Inc first reported a position in EVR in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.99M in Q1 2023. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Vestcor Inc held 7,975 shares of Evercore worth $2.38M as of Q1 2026.
Vestcor Inc bought 3,389 Evercore shares in Q1 2026, an estimated $1.11M.
Evercore made up 0.07% of Vestcor Inc's portfolio in Q1 2026, its #294 holding.
Vestcor Inc first reported a position in Evercore in Q4 2020 and has held it in 17 quarters since.
Vestcor Inc's Evercore position peaked at $2.99M in Q1 2023.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Vestcor Inc's 13F filing for Q1 2026, filed 12 May 2026.