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EVR icon

Xponance’s Evercore EVR Stock Holding History

Xponance’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 		$1.35M Buy
4,537
+1,033
+29% +$338K 0.01% 653
2025
Q4 		$1.19M Sell
3,504
-714
-17% -$229K 0.01% 644
2025
Q3 		$1.42M Buy
4,218
+113
+3% +$35.4K 0.01% 623
2025
Q2 		$1.11M Sell
4,105
-33
-0.8% -$7.26K 0.01% 671
2025
Q1 		$826K Sell
4,138
-5
-0.1% -$1.25K 0.01% 764
2024
Q4 		$1.15M Buy
4,143
+198
+5% +$56.1K 0.01% 676
2024
Q3 		$999K Buy
3,945
+28
+0.7% +$6.67K 0.01% 700
2024
Q2 		$816K Sell
3,917
-391
-9% -$76.1K 0.01% 741
2024
Q1 		$830K Buy
4,308
+20
+0.5% +$3.62K 0.01% 773
2023
Q4 		$733K Sell
4,288
-6
-0.1% -$869 0.01% 789
2023
Q3 		$592K Sell
4,294
-37
-0.9% -$5.02K 0.01% 822
2023
Q2 		$535K Sell
4,331
-435
-9% -$50K 0.01% 883
2023
Q1 		$550K Buy
4,766
+17
+0.4% +$2.11K 0.01% 895
2022
Q4 		$518K Buy
4,749
+489
+11% +$51K 0.01% 884
2022
Q3 		$350K Sell
4,260
-508
-11% -$48K 0.01% 959
2022
Q2 		$446K Buy
4,768
+506
+12% +$53.9K 0.01% 897
2022
Q1 		$474K Sell
4,262
-60
-1% -$7.38K 0.01% 914
2021
Q4 		$587K Sell
4,322
-120
-3% -$17.5K 0.01% 842
2021
Q3 		$594K Sell
4,442
-345
-7% -$46.9K 0.01% 800
2021
Q2 		$674K Buy
4,787
+354
+8% +$49.5K 0.01% 773
2021
Q1 		$584K Buy
4,433
+184
+4% +$22.5K 0.01% 702
2020
Q4 		$466K Sell
4,249
-40
-0.9% -$3.56K 0.01% 778
2020
Q3 		$281K Buy
4,289
+642
+18% +$39K 0.01% 881
2020
Q2 		$215K Buy
+3,647
New +$198K 0.01% 945

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

Xponance's EVR Position: Q1 2026 in Review

Xponance increased its Evercore (EVR) stake by 29% in Q1 2026, buying an estimated $338K and bringing the position to 4,537 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #653.

Xponance first reported a position in EVR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Xponance held 4,537 shares of Evercore worth $1.35M as of Q1 2026.
  • Xponance bought 1,033 Evercore shares in Q1 2026, an estimated $338K.
  • Evercore made up 0.01% of Xponance's portfolio in Q1 2026, its #653 holding.
  • Xponance first reported a position in Evercore in Q2 2020 and has held it in 24 quarters since.
  • Xponance's Evercore position peaked at $1.42M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.