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Addison Advisors’s Evercore EVR Stock Holding History

Addison Advisors’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
Q1 		$39.4K Hold
132
– – 0.01% 463
2025
Q4 		$44.9K Sell
132
-8
-6% -$2.57K 0.01% 435
2025
Q3 		$47.2K Buy
140
+16
+13% +$5.01K 0.01% 424
2025
Q2 		$33.5K Buy
124
+68
+121% +$15K 0.01% 460
2025
Q1 		$11.2K Buy
56
+39
+229% +$9.72K ﹤0.01% 565
2024
Q4 		$4.71K Buy
17
+9
+113% +$2.55K ﹤0.01% 683
2024
Q3 		$2.03K Hold
8
– – ﹤0.01% 737
2024
Q2 		$1.67K Buy
+8
New +$1.56K ﹤0.01% 702

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Addison Advisors's EVR Position: Q1 2026 in Review

Addison Advisors held its Evercore (EVR) position steady in Q1 2026 at 132 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #463.

Addison Advisors first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. The position peaked at $47.2K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Addison Advisors held 132 shares of Evercore worth $39.4K as of Q1 2026.
  • Addison Advisors left its Evercore share count unchanged in Q1 2026.
  • Evercore made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #463 holding.
  • Addison Advisors first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
  • Addison Advisors's Evercore position peaked at $47.2K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.