VOYA Investment Management
EVR icon

VOYA Investment Management’s Evercore EVR Stock Holding History

VOYA Investment Management’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 		$5.23M Sell
17,527
-10,033
-36% -$3.29M 0.01% 811
2025
Q4 		$9.38M Sell
27,560
-1,389
-5% -$446K 0.01% 668
2025
Q3 		$9.77M Sell
28,949
-5,724
-17% -$1.79M 0.01% 669
2025
Q2 		$9.36M Sell
34,673
-4,175
-11% -$918K 0.01% 754
2025
Q1 		$7.76M Buy
38,848
+8,030
+26% +$2M 0.01% 810
2024
Q4 		$8.54M Sell
30,818
-490
-2% -$139K 0.01% 788
2024
Q3 		$7.93M Buy
31,308
+12,284
+65% +$2.92M 0.01% 842
2024
Q2 		$3.97M Sell
19,024
-181
-0.9% -$35.2K ﹤0.01% 1090
2024
Q1 		$3.7M Sell
19,205
-802
-4% -$145K ﹤0.01% 1115
2023
Q4 		$3.42M Sell
20,007
-934
-4% -$135K ﹤0.01% 1145
2023
Q3 		$2.89M Sell
20,941
-8,572
-29% -$1.16M ﹤0.01% 1190
2023
Q2 		$3.65M Sell
29,513
-3,190
-10% -$367K ﹤0.01% 1128
2023
Q1 		$3.77M Sell
32,703
-8,909
-21% -$1.11M ﹤0.01% 1103
2022
Q4 		$4.54M Buy
41,612
+19,841
+91% +$2.07M 0.01% 1015
2022
Q3 		$1.79M Sell
21,771
-21,852
-50% -$2.07M ﹤0.01% 1363
2022
Q2 		$4.08M Buy
43,623
+15,215
+54% +$1.62M 0.01% 817
2022
Q1 		$3.16M Sell
28,408
-381
-1% -$46.9K 0.01% 974
2021
Q4 		$3.91M Sell
28,789
-496
-2% -$72.3K 0.01% 924
2021
Q3 		$3.92M Sell
29,285
-877
-3% -$119K 0.01% 925
2021
Q2 		$4.25M Sell
30,162
-416
-1% -$58.1K 0.01% 919
2021
Q1 		$4.03M Sell
30,578
-856
-3% -$105K 0.01% 920
2020
Q4 		$3.45M Buy
31,434
+195
+0.6% +$17.4K 0.01% 931
2020
Q3 		$2.04M Sell
31,239
-15,495
-33% -$940K ﹤0.01% 1022
2020
Q2 		$2.75M Sell
46,734
-428,523
-90% -$23.3M 0.01% 922
2020
Q1 		$21.9M Buy
475,257
+128,899
+37% +$8.63M 0.06% 275
2019
Q4 		$25.9M Buy
346,358
+252,789
+270% +$19.3M 0.05% 307
2019
Q3 		$7.5M Sell
93,569
-19,364
-17% -$1.6M 0.02% 686
2019
Q2 		$10M Buy
112,933
+5,405
+5% +$481K 0.02% 611
2019
Q1 		$9.79M Sell
107,528
-24,225
-18% -$2.13M 0.02% 580
2018
Q4 		$9.43M Sell
131,753
-477,216
-78% -$39.2M 0.02% 550
2018
Q3 		$61.2M Sell
608,969
-9,003
-1% -$970K 0.13% 178
2018
Q2 		$65.2M Buy
617,972
+587,056
+1,899% +$60.5M 0.14% 164
2018
Q1 		$2.7M Sell
30,916
-20,802
-40% -$1.96M 0.01% 961
2017
Q4 		$4.66M Sell
51,718
-410,122
-89% -$34.2M 0.01% 844
2017
Q3 		$37.1M Sell
461,840
-46,419
-9% -$3.49M 0.08% 259
2017
Q2 		$35.8M Buy
508,259
+57,101
+13% +$4.15M 0.08% 253
2017
Q1 		$35.1M Sell
451,158
-106,962
-19% -$8.3M 0.08% 251
2016
Q4 		$38.3M Sell
558,120
-151,913
-21% -$9.34M 0.09% 213
2016
Q3 		$36.6K Sell
710,033
-93,467
-12% -$4.7M 0.07% 226
2016
Q2 		$35.5M Buy
803,500
+110,418
+16% +$5.5M 0.09% 230
2016
Q1 		$35.9M Buy
693,082
+29,525
+4% +$1.41M 0.09% 213
2015
Q4 		$35.9M Sell
663,557
-154,961
-19% -$8.37M 0.09% 224
2015
Q3 		$41.1M Sell
818,518
-3,147
-0.4% -$172K 0.1% 202
2015
Q2 		$44.3M Buy
821,665
+1,990
+0.2% +$102K 0.1% 197
2015
Q1 		$42.3M Buy
819,675
+20,294
+3% +$1.03M 0.09% 215
2014
Q4 		$41.9M Buy
799,381
+127,688
+19% +$6.39M 0.09% 208
2014
Q3 		$31.6M Buy
671,693
+640,199
+2,033% +$33.2M 0.07% 263
2014
Q2 		$1.81M Sell
31,494
-12,212
-28% -$670K ﹤0.01% 1157
2014
Q1 		$2.41M Sell
43,706
-7,001
-14% -$400K 0.01% 1037
2013
Q4 		$3.03M Buy
50,707
+14,460
+40% +$770K 0.01% 931
2013
Q3 		$1.78M Buy
36,247
+20,656
+132% +$950K ﹤0.01% 1138
2013
Q2 		$613K Buy
+15,591
New +$604K ﹤0.01% 1685

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

VOYA Investment Management's EVR Position: Q1 2026 in Review

VOYA Investment Management reduced its Evercore (EVR) stake by 36% in Q1 2026, selling an estimated $3.29M and leaving 17,527 shares worth $5.23M. The position accounts for 0.01% of the portfolio, ranked #811.

VOYA Investment Management first reported a position in EVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $65.2M in Q2 2018. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • VOYA Investment Management held 17,527 shares of Evercore worth $5.23M as of Q1 2026.
  • VOYA Investment Management sold 10,033 Evercore shares in Q1 2026, an estimated $3.29M.
  • Evercore made up 0.01% of VOYA Investment Management's portfolio in Q1 2026, its #811 holding.
  • VOYA Investment Management first reported a position in Evercore in Q2 2013 and has held it in 52 quarters since.
  • VOYA Investment Management's Evercore position peaked at $65.2M in Q2 2018.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.