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Westwood Holdings Group’s Evercore EVR Stock Holding History

Westwood Holdings Group’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 		$35.6M Sell
104,279
-3,977
-4% -$1.36M 0.27% 120
2026
Q1 		$32.3M Buy
108,256
+35,817
+49% +$11.7M 0.24% 150
2025
Q4 		$24.6M Sell
72,439
-576
-0.8% -$185K 0.2% 173
2025
Q3 		$24.6M Sell
73,015
-9,831
-12% -$3.08M 0.18% 169
2025
Q2 		$22.4M Buy
+82,846
New +$18.2M 0.16% 166
2022
Q1 		– Sell
-2,537
Closed -$345K – 462
2021
Q4 		$345K Sell
2,537
-73,088
-97% -$10.7M ﹤0.01% 401
2021
Q3 		$10.1M Sell
75,625
-10,945
-13% -$1.49M 0.11% 192
2021
Q2 		$12.2M Buy
86,570
+5,389
+7% +$753K 0.12% 187
2021
Q1 		$10.7M Buy
+81,181
New +$9.91M 0.11% 205

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 $3.37T AUM 44.26% 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

Westwood Holdings Group's EVR Position: Q2 2026 in Review

Westwood Holdings Group reduced its Evercore (EVR) stake by 3.7% in Q2 2026, selling an estimated $1.36M and leaving 104,279 shares worth $35.6M. The position accounts for 0.27% of the portfolio, ranked #120.

Westwood Holdings Group first reported a position in EVR in Q1 2021 and has held it in 9 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Westwood Holdings Group held 104,279 shares of Evercore worth $35.6M as of Q2 2026.
  • Westwood Holdings Group sold 3,977 Evercore shares in Q2 2026, an estimated $1.36M.
  • Evercore made up 0.27% of Westwood Holdings Group's portfolio in Q2 2026, its #120 holding.
  • Westwood Holdings Group first reported a position in Evercore in Q1 2021 and has held it in 9 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.