X
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
Q2 		$1.54M Sell
4,497
-40
-0.9% -$13.7K 0.01% 659
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 $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

Xponance's EVR Position: Q2 2026 in Review

Xponance reduced its Evercore (EVR) stake by 0.88% in Q2 2026, selling an estimated $13.7K and leaving 4,497 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #659.

Xponance first reported a position in EVR in Q2 2020 and has held it in 25 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Xponance held 4,497 shares of Evercore worth $1.54M as of Q2 2026.
  • Xponance sold 40 Evercore shares in Q2 2026, an estimated $13.7K.
  • Evercore made up 0.01% of Xponance's portfolio in Q2 2026, its #659 holding.
  • Xponance first reported a position in Evercore in Q2 2020 and has held it in 25 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.