Walter Public Investments’s Evercore EVR Stock Holding History

Walter Public Investments’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	$11.7M	Buy	+34,369	New	+$11.8M	2.82%	11

Other funds holding EVR

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

BSA

Braun Stacey Associates New York $3.53B AUM 63.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Walter Public Investments's EVR Position: Q2 2026 in Review

Walter Public Investments opened a new position in Evercore (EVR) in Q2 2026: 34,369 shares worth $11.7M. The stake represents 2.82% of the portfolio and ranks #11 among its holdings.

296 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Walter Public Investments held 34,369 shares of Evercore worth $11.7M as of Q2 2026.
Evercore was a new Walter Public Investments position in Q2 2026.
Evercore made up 2.82% of Walter Public Investments's portfolio in Q2 2026, its #11 holding.
296 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.