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
Q2 		$8.87M Buy
25,986
+829
+3% +$284K 0.02% 390
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 $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

William Blair & Company's EVR Position: Q2 2026 in Review

William Blair & Company increased its Evercore (EVR) stake by 3.3% in Q2 2026, buying an estimated $284K and bringing the position to 25,986 shares worth $8.87M. The position accounts for 0.02% of the portfolio, ranked #390.

William Blair & Company first reported a position in EVR in Q2 2018 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • William Blair & Company held 25,986 shares of Evercore worth $8.87M as of Q2 2026.
  • William Blair & Company bought 829 Evercore shares in Q2 2026, an estimated $284K.
  • Evercore made up 0.02% of William Blair & Company's portfolio in Q2 2026, its #390 holding.
  • William Blair & Company first reported a position in Evercore in Q2 2018 and has held it in 10 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.