Advisor OS’s Evercore EVR Stock Holding History

Advisor OS’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	$267K	Buy	781 +23	+3%	+$7.87K	0.02%	480
2026 Q1	$226K	Buy	+758	New	+$248K	0.02%	507

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Advisor OS's EVR Position: Q2 2026 in Review

Advisor OS increased its Evercore (EVR) stake by 3% in Q2 2026, buying an estimated $7.87K and bringing the position to 781 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #480.

Advisor OS first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Advisor OS held 781 shares of Evercore worth $267K as of Q2 2026.
Advisor OS bought 23 Evercore shares in Q2 2026, an estimated $7.87K.
Evercore made up 0.02% of Advisor OS's portfolio in Q2 2026, its #480 holding.
Advisor OS first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.