William Blair & Company
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William Blair & Company’s Evercore EVR Stock Holding History

William Blair & Company’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 		$7.51M Buy
25,157
+12,039
+92% +$3.94M 0.02% 410
2025
Q4 		$4.46M Buy
13,118
+181
+1% +$58.2K 0.01% 550
2025
Q3 		$4.36M Sell
12,937
-178
-1% -$55.8K 0.01% 555
2025
Q2 		$3.54M Buy
13,115
+11,017
+525% +$2.42M 0.01% 586
2025
Q1 		$419K Buy
2,098
+500
+31% +$125K ﹤0.01% 1135
2024
Q4 		$443K Sell
1,598
-1
-0.1% -$283 ﹤0.01% 1134
2024
Q3 		$405K Sell
1,599
-29
-2% -$6.9K ﹤0.01% 1185
2024
Q2 		$339K Buy
+1,628
New +$317K ﹤0.01% 1228
2018
Q3 		– Sell
-1,917
Closed -$202K – 1632
2018
Q2 		$202K Buy
+1,917
New +$198K ﹤0.01% 1261

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

William Blair & Company's EVR Position: Q1 2026 in Review

William Blair & Company increased its Evercore (EVR) stake by 92% in Q1 2026, buying an estimated $3.94M and bringing the position to 25,157 shares worth $7.51M. The position accounts for 0.02% of the portfolio, ranked #410.

William Blair & Company first reported a position in EVR in Q2 2018 and has held it in 9 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • William Blair & Company held 25,157 shares of Evercore worth $7.51M as of Q1 2026.
  • William Blair & Company bought 12,039 Evercore shares in Q1 2026, an estimated $3.94M.
  • Evercore made up 0.02% of William Blair & Company's portfolio in Q1 2026, its #410 holding.
  • William Blair & Company first reported a position in Evercore in Q2 2018 and has held it in 9 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.