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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
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 $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

Waratah Capital Advisors's EVR Position: Q1 2026 in Review

Waratah Capital Advisors reduced its Evercore (EVR) stake by 39% in Q1 2026, selling an estimated $3.41M and leaving 16,581 shares worth $4.95M. The position accounts for 0.19% of the portfolio, ranked #76.

Waratah Capital Advisors first reported a position in EVR in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.7M in Q2 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Waratah Capital Advisors held 16,581 shares of Evercore worth $4.95M as of Q1 2026.
  • Waratah Capital Advisors sold 10,429 Evercore shares in Q1 2026, an estimated $3.41M.
  • Evercore made up 0.19% of Waratah Capital Advisors's portfolio in Q1 2026, its #76 holding.
  • Waratah Capital Advisors first reported a position in Evercore in Q1 2025 and has held it in 5 quarters since.
  • Waratah Capital Advisors's Evercore position peaked at $17.7M in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.