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Advisornet Financial’s Evercore EVR Stock Holding History

Advisornet Financial’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 		$1.02K Hold
3
– – ﹤0.01% 2019
2026
Q1 		$896 Hold
3
– – ﹤0.01% 2030
2025
Q4 		$1.02K Hold
3
– – ﹤0.01% 1992
2025
Q3 		$1.01K Hold
3
– – ﹤0.01% 1964
2025
Q2 		$810 Buy
+3
New +$660 ﹤0.01% 1978
2024
Q4 		– Sell
-9
Closed -$2.28K – 2046
2024
Q3 		$2.28K Buy
9
+2
+29% +$476 ﹤0.01% 1727
2024
Q2 		$1.46K Hold
7
– – ﹤0.01% 1702
2024
Q1 		$1.35K Buy
7
+5
+250% +$905 ﹤0.01% 1682
2023
Q4 		$342 Buy
+2
New +$290 ﹤0.01% 2198
2023
Q2 		– Sell
-11
Closed -$1.27K – 2391
2023
Q1 		$1.27K Buy
11
+2
+22% +$249 ﹤0.01% 1822
2022
Q4 		$982 Buy
+9
New +$939 ﹤0.01% 1842
2022
Q3 		– Sell
-7
Closed -$1K – 1897
2022
Q2 		$1K Buy
+7
New +$746 ﹤0.01% 1788
2020
Q2 		– Sell
-108
Closed -$5K – 1809
2020
Q1 		$5K Hold
108
– – ﹤0.01% 1426
2019
Q4 		$8K Hold
108
– – ﹤0.01% 1429
2019
Q3 		$9K Buy
+108
New +$8.95K ﹤0.01% 1401
2018
Q4 		– Sell
-41
Closed -$4K – 1490
2018
Q3 		$4K Hold
41
– – ﹤0.01% 1304
2018
Q2 		$4K Hold
41
– – ﹤0.01% 1312
2018
Q1 		$4K Hold
41
– – ﹤0.01% 1243
2017
Q4 		$4K Buy
+41
New +$3.42K ﹤0.01% 1126

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 $3.38T AUM 44.17% 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

Advisornet Financial's EVR Position: Q2 2026 in Review

Advisornet Financial held its Evercore (EVR) position steady in Q2 2026 at 3 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Advisornet Financial first reported a position in EVR in Q4 2017 and has held it in 19 quarters since. The position peaked at $9K in Q3 2019. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Advisornet Financial held 3 shares of Evercore worth $1.02K as of Q2 2026.
  • Advisornet Financial left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2019 holding.
  • Advisornet Financial first reported a position in Evercore in Q4 2017 and has held it in 19 quarters since.
  • Advisornet Financial's Evercore position peaked at $9K in Q3 2019.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.