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Waratah Capital Advisors’s Evercore EVR Stock Holding History

Waratah Capital Advisors’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 		$7.99M Buy
23,408
+6,827
+41% +$2.34M 0.27% 77
2026
Q1 		$4.95M Sell
16,581
-10,429
-39% -$3.41M 0.19% 76
2025
Q4 		$9.19M Buy
27,010
+16,109
+148% +$5.18M 0.31% 83
2025
Q3 		$3.68M Sell
10,901
-54,569
-83% -$17.1M 0.07% 128
2025
Q2 		$17.7M Sell
65,470
-3,358
-5% -$739K 0.47% 42
2025
Q1 		$13.7M Buy
+68,828
New +$17.1M 0.37% 56

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Waratah Capital Advisors's EVR Position: Q2 2026 in Review

Waratah Capital Advisors increased its Evercore (EVR) stake by 41% in Q2 2026, buying an estimated $2.34M and bringing the position to 23,408 shares worth $7.99M. The position accounts for 0.27% of the portfolio, ranked #77.

Waratah Capital Advisors first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.7M in Q2 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Waratah Capital Advisors held 23,408 shares of Evercore worth $7.99M as of Q2 2026.
  • Waratah Capital Advisors bought 6,827 Evercore shares in Q2 2026, an estimated $2.34M.
  • Evercore made up 0.27% of Waratah Capital Advisors's portfolio in Q2 2026, its #77 holding.
  • Waratah Capital Advisors first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • Waratah Capital Advisors's Evercore position peaked at $17.7M in Q2 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.