STACKSTONE WEALTH, LLC’s Evercore EVR Stock Holding History

STACKSTONE WEALTH, LLC’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	$2.13M	Buy	+8,271	New	+$2.52M	0.21%	132

Other funds holding EVR

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EVR Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Evercore (EVR) in Q3 2026: 8,271 shares worth $2.13M. The stake represents 0.21% of the portfolio and ranks #132 among its holdings.

63 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

STACKSTONE WEALTH, LLC held 8,271 shares of Evercore worth $2.13M as of Q3 2026.
Evercore was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Evercore made up 0.21% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #132 holding.
63 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.