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Vident Advisory’s Evercore EVR Stock Holding History

Vident Advisory’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 		$3.23M Buy
10,835
+8,180
+308% +$2.68M 0.03% 477
2025
Q4 		$903K Buy
2,655
+22
+0.8% +$7.07K 0.01% 855
2025
Q3 		$888K Buy
2,633
+92
+4% +$28.8K 0.01% 883
2025
Q2 		$686K Sell
2,541
-2,333
-48% -$513K 0.01% 890
2025
Q1 		$973K Buy
4,874
+16
+0.3% +$3.99K 0.01% 729
2024
Q4 		$1.35M Buy
4,858
+2,282
+89% +$646K 0.02% 538
2024
Q3 		$653K Buy
2,576
+21
+0.8% +$5K 0.02% 806
2024
Q2 		$533K Sell
2,555
-231
-8% -$45K 0.01% 843
2024
Q1 		$537K Sell
2,786
-15
-0.5% -$2.71K 0.01% 797
2023
Q4 		$479K Sell
2,801
-234
-8% -$33.9K 0.01% 795
2023
Q3 		$418K Buy
+3,035
New +$412K 0.01% 761

Other funds holding EVR

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vident Advisory's EVR Position: Q1 2026 in Review

Vident Advisory increased its Evercore (EVR) stake by 308% in Q1 2026, buying an estimated $2.68M and bringing the position to 10,835 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #477.

Vident Advisory first reported a position in EVR in Q3 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Vident Advisory held 10,835 shares of Evercore worth $3.23M as of Q1 2026.
  • Vident Advisory bought 8,180 Evercore shares in Q1 2026, an estimated $2.68M.
  • Evercore made up 0.03% of Vident Advisory's portfolio in Q1 2026, its #477 holding.
  • Vident Advisory first reported a position in Evercore in Q3 2023 and has held it in 11 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.