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Vestmark Advisory Solutions’s Evercore EVR Stock Holding History

Vestmark Advisory Solutions’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 		$1.01M Buy
+2,970
New +$1.02M 0.01% 954
2026
Q1 		– Sell
-5,749
Closed -$1.96M – 1352
2025
Q4 		$1.96M Buy
5,749
+3,090
+116% +$993K 0.03% 584
2025
Q3 		$897K Sell
2,659
-2,466
-48% -$773K 0.02% 562
2025
Q2 		$1.38M Buy
5,125
+920
+22% +$202K 0.02% 439
2025
Q1 		$840K Buy
4,205
+1,310
+45% +$326K 0.02% 428
2024
Q4 		$802K Buy
2,895
+1,092
+61% +$309K 0.03% 355
2024
Q3 		$457K Sell
1,803
-1,171
-39% -$279K 0.02% 392
2024
Q2 		$620K Buy
2,974
+1,232
+71% +$240K 0.03% 370
2024
Q1 		$336K Sell
1,742
-235
-12% -$42.5K 0.01% 428
2023
Q4 		$338K Sell
1,977
-255
-11% -$36.9K 0.02% 393
2023
Q3 		$308K Buy
2,232
+141
+7% +$19.1K 0.02% 343
2023
Q2 		$258K Buy
2,091
+77
+4% +$8.86K 0.01% 755
2023
Q1 		$232K Buy
2,014
+135
+7% +$16.8K 0.01% 775
2022
Q4 		$205K Buy
+1,879
New +$196K 0.01% 795

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

Vestmark Advisory Solutions's EVR Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in Evercore (EVR) in Q2 2026: 2,970 shares worth $1.01M. The stake represents 0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in EVR as recently as Q4 2025.

Vestmark Advisory Solutions first reported a position in EVR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.96M in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Vestmark Advisory Solutions held 2,970 shares of Evercore worth $1.01M as of Q2 2026.
  • Evercore was a new Vestmark Advisory Solutions position in Q2 2026.
  • Evercore made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #954 holding.
  • Vestmark Advisory Solutions first reported a position in Evercore in Q4 2022 and has held it in 14 quarters since.
  • Vestmark Advisory Solutions's Evercore position peaked at $1.96M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.