Y-Intercept (HK)
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Y-Intercept (HK)’s Evercore EVR Stock Holding History

Y-Intercept (HK)’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
Q3 		$8.57M Buy
+33,272
New +$10.1M 0.19% 102
2025
Q2 		– Sell
-9,563
Closed -$1.91M – 1730
2025
Q1 		$1.91M Buy
9,563
+2,475
+35% +$617K 0.13% 200
2024
Q4 		$1.96M Buy
+7,088
New +$2.01M 0.13% 217
2023
Q2 		– Sell
-11,617
Closed -$1.34M – 1398
2023
Q1 		$1.34M Buy
+11,617
New +$1.44M 0.16% 185
2022
Q3 		– Sell
-6,990
Closed -$654K – 1061
2022
Q2 		$654K Buy
+6,990
New +$745K 0.09% 340

Other funds holding EVR

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Y-Intercept (HK)'s EVR Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Evercore (EVR) in Q3 2026: 33,272 shares worth $8.57M. The stake represents 0.19% of the portfolio and ranks #102 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in EVR as recently as Q1 2025.

Y-Intercept (HK) first reported a position in EVR in Q2 2022 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Y-Intercept (HK) held 33,272 shares of Evercore worth $8.57M as of Q3 2026.
  • Evercore was a new Y-Intercept (HK) position in Q3 2026.
  • Evercore made up 0.19% of Y-Intercept (HK)'s portfolio in Q3 2026, its #102 holding.
  • Y-Intercept (HK) first reported a position in Evercore in Q2 2022 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.