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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
Q2 		$8.88K Sell
26
-106
-80% -$36.3K ﹤0.01% 427
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 $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

Addison Advisors's EVR Position: Q2 2026 in Review

Addison Advisors reduced its Evercore (EVR) stake by 80% in Q2 2026, selling an estimated $36.3K and leaving 26 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Addison Advisors first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $47.2K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Addison Advisors held 26 shares of Evercore worth $8.88K as of Q2 2026.
  • Addison Advisors sold 106 Evercore shares in Q2 2026, an estimated $36.3K.
  • Evercore made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #427 holding.
  • Addison Advisors first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • Addison Advisors's Evercore position peaked at $47.2K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.