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Vise Technologies’s Evercore EVR Stock Holding History

Vise Technologies’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 		$794K Buy
2,326
+518
+29% +$177K 0.01% 909
2026
Q1 		$615K Hold
1,808
– – 0.01% 774
2025
Q4 		$615K Buy
1,808
+1,051
+139% +$338K 0.01% 779
2025
Q3 		$255K Buy
+757
New +$237K 0.01% 987

Other funds holding EVR

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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

Vise Technologies's EVR Position: Q2 2026 in Review

Vise Technologies increased its Evercore (EVR) stake by 29% in Q2 2026, buying an estimated $177K and bringing the position to 2,326 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #909.

Vise Technologies first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Vise Technologies held 2,326 shares of Evercore worth $794K as of Q2 2026.
  • Vise Technologies bought 518 Evercore shares in Q2 2026, an estimated $177K.
  • Evercore made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #909 holding.
  • Vise Technologies first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.