William Blair Investment Management
EVR icon

William Blair Investment Management’s Evercore EVR Stock Holding History

William Blair Investment Management’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 		$81.8M Sell
239,490
-16,986
-7% -$5.81M 0.25% 117
2026
Q1 		$76.6M Sell
256,476
-74,551
-23% -$24.4M 0.25% 110
2025
Q4 		$113M Sell
331,027
-42,121
-11% -$13.5M 0.31% 90
2025
Q3 		$126M Sell
373,148
-21,940
-6% -$6.88M 0.33% 85
2025
Q2 		$107M Buy
+395,088
New +$86.9M 0.28% 95

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 Investment Management's EVR Position: Q2 2026 in Review

William Blair Investment Management reduced its Evercore (EVR) stake by 6.6% in Q2 2026, selling an estimated $5.81M and leaving 239,490 shares worth $81.8M. The position accounts for 0.25% of the portfolio, ranked #117.

William Blair Investment Management first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $126M in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • William Blair Investment Management held 239,490 shares of Evercore worth $81.8M as of Q2 2026.
  • William Blair Investment Management sold 16,986 Evercore shares in Q2 2026, an estimated $5.81M.
  • Evercore made up 0.25% of William Blair Investment Management's portfolio in Q2 2026, its #117 holding.
  • William Blair Investment Management first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • William Blair Investment Management's Evercore position peaked at $126M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.