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Abundance Wealth Counselors’s Evercore EVR Stock Holding History

Abundance Wealth Counselors’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 		$220K Buy
+644
New +$220K 0.01% 281

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Abundance Wealth Counselors's EVR Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in Evercore (EVR) in Q2 2026: 644 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings.

124 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Abundance Wealth Counselors held 644 shares of Evercore worth $220K as of Q2 2026.
  • Evercore was a new Abundance Wealth Counselors position in Q2 2026.
  • Evercore made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #281 holding.
  • 124 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.