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Action Point Financial Planning’s Evercore EVR Stock Holding History

Action Point Financial Planning’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 		$20.8K Buy
+62
New +$21.2K ﹤0.01% 1111

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

Action Point Financial Planning's EVR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Evercore (EVR) in Q2 2026: 62 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings.

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

  • Action Point Financial Planning held 62 shares of Evercore worth $20.8K as of Q2 2026.
  • Evercore was a new Action Point Financial Planning position in Q2 2026.
  • Evercore made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1111 holding.
  • 709 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.