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Waddell & Associates’s Evercore EVR Stock Holding History

Waddell & Associates’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 		$970K Buy
2,840
+325
+13% +$111K 0.05% 138
2026
Q1 		$751K Buy
2,515
+1,402
+126% +$459K 0.04% 148
2025
Q4 		$379K Buy
1,113
+55
+5% +$17.7K 0.03% 223
2025
Q3 		$357K Buy
+1,058
New +$332K 0.03% 180

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Waddell & Associates's EVR Position: Q2 2026 in Review

Waddell & Associates increased its Evercore (EVR) stake by 13% in Q2 2026, buying an estimated $111K and bringing the position to 2,840 shares worth $970K. The position accounts for 0.05% of the portfolio, ranked #138.

Waddell & Associates first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Waddell & Associates held 2,840 shares of Evercore worth $970K as of Q2 2026.
  • Waddell & Associates bought 325 Evercore shares in Q2 2026, an estimated $111K.
  • Evercore made up 0.05% of Waddell & Associates's portfolio in Q2 2026, its #138 holding.
  • Waddell & Associates first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.