Advisors Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.77M | Buy |
9,282
+217
| +2% | +$71.1K | 0.05% | 501 |
|
|
2025
Q4 | $3.08M | Buy |
9,065
+2,396
| +36% | +$770K | 0.05% | 459 |
|
|
2025
Q3 | $2.25M | Buy |
6,669
+361
| +6% | +$113K | 0.04% | 566 |
|
|
2025
Q2 | $1.7M | Buy |
6,308
+1,251
| +25% | +$275K | 0.03% | 617 |
|
|
2025
Q1 | $1.01M | Sell |
5,057
-3,652
| -42% | -$910K | 0.02% | 748 |
|
|
2024
Q4 | $2.41M | Sell |
8,709
-4,410
| -34% | -$1.25M | 0.04% | 515 |
|
|
2024
Q3 | $3.32M | Sell |
13,119
-6,962
| -35% | -$1.66M | 0.06% | 414 |
|
|
2024
Q2 | $4.19M | Sell |
20,081
-4,937
| -20% | -$961K | 0.08% | 319 |
|
|
2024
Q1 | $4.82M | Sell |
25,018
-7,146
| -22% | -$1.29M | 0.09% | 275 |
|
|
2023
Q4 | $5.5M | Sell |
32,164
-3,143
| -9% | -$455K | 0.11% | 227 |
|
|
2023
Q3 | $4.87M | Sell |
35,307
-737
| -2% | -$100K | 0.11% | 232 |
|
|
2023
Q2 | $4.45M | Sell |
36,044
-1,229
| -3% | -$141K | 0.09% | 272 |
|
|
2023
Q1 | $4.3M | Sell |
37,273
-770
| -2% | -$95.7K | 0.09% | 284 |
|
|
2022
Q4 | $4.15M | Sell |
38,043
-954
| -2% | -$99.6K | 0.09% | 279 |
|
|
2022
Q3 | $3.21M | Buy |
38,997
+242
| +0.6% | +$22.9K | 0.07% | 338 |
|
|
2022
Q2 | $3.63M | Sell |
38,755
-412
| -1% | -$43.9K | 0.07% | 317 |
|
|
2022
Q1 | $4.36M | Buy |
39,167
+13
| +0% | +$1.6K | 0.07% | 311 |
|
|
2021
Q4 | $5.32M | Buy |
39,154
+2,606
| +7% | +$380K | 0.08% | 270 |
|
|
2021
Q3 | $4.88M | Buy |
36,548
+1,903
| +5% | +$259K | 0.07% | 269 |
|
|
2021
Q2 | $4.88M | Buy |
34,645
+1,042
| +3% | +$146K | 0.07% | 273 |
|
|
2021
Q1 | $4.43M | Buy |
33,603
+6,009
| +22% | +$734K | 0.07% | 285 |
|
|
2020
Q4 | $3.02M | Buy |
27,594
+4,723
| +21% | +$420K | 0.05% | 388 |
|
|
2020
Q3 | $1.5M | Buy |
22,871
+2,925
| +15% | +$178K | 0.03% | 579 |
|
|
2020
Q2 | $1.18M | Buy |
19,946
+5,940
| +42% | +$323K | 0.02% | 645 |
|
|
2020
Q1 | $645K | Buy |
14,006
+1,849
| +15% | +$124K | 0.02% | 745 |
|
|
2019
Q4 | $909K | Buy |
12,157
+1,849
| +18% | +$141K | 0.02% | 790 |
|
|
2019
Q3 | $826K | Buy |
10,308
+151
| +1% | +$12.5K | 0.02% | 823 |
|
|
2019
Q2 | $900K | Sell |
10,157
-256
| -2% | -$22.8K | 0.02% | 827 |
|
|
2019
Q1 | $948K | Sell |
10,413
-194
| -2% | -$17K | 0.02% | 840 |
|
|
2018
Q4 | $759K | Sell |
10,607
-2,147
| -17% | -$176K | 0.02% | 860 |
|
|
2018
Q3 | $1.28M | Buy |
12,754
+410
| +3% | +$44.2K | 0.02% | 751 |
|
|
2018
Q2 | $1.3M | Sell |
12,344
-2,772
| -18% | -$286K | 0.02% | 749 |
|
|
2018
Q1 | $1.41M | Sell |
15,116
-234
| -2% | -$22K | 0.02% | 708 |
|
|
2017
Q4 | $1.38M | Sell |
15,350
-440
| -3% | -$36.7K | 0.02% | 716 |
|
|
2017
Q3 | $1.27M | Buy |
15,790
+1,443
| +10% | +$108K | 0.02% | 766 |
|
|
2017
Q2 | $1.01M | Buy |
14,347
+1,895
| +15% | +$138K | 0.02% | 879 |
|
|
2017
Q1 | $970K | Buy |
12,452
+5,367
| +76% | +$417K | 0.02% | 873 |
|
|
2016
Q4 | $487K | Buy |
7,085
+4,124
| +139% | +$254K | 0.01% | 1123 |
|
|
2016
Q3 | $153K | Buy |
2,961
+2,870
| +3,154% | +$144K | ﹤0.01% | 1412 |
|
|
2016
Q2 | $4K | Buy |
+91
| New | +$4.53K | ﹤0.01% | 1828 |
|
|
2015
Q3 | – | Sell |
-3,501
| Closed | -$189K | – | 1890 |
|
|
2015
Q2 | $189K | Sell |
3,501
-261
| -7% | -$13.3K | ﹤0.01% | 1389 |
|
|
2015
Q1 | $194K | Sell |
3,762
-506
| -12% | -$25.7K | ﹤0.01% | 1347 |
|
|
2014
Q4 | $224K | Sell |
4,268
-1,073
| -20% | -$53.7K | ﹤0.01% | 1292 |
|
|
2014
Q3 | $251K | Sell |
5,341
-815
| -13% | -$42.2K | ﹤0.01% | 1244 |
|
|
2014
Q2 | $355K | Sell |
6,156
-1,151
| -16% | -$63.2K | ﹤0.01% | 1140 |
|
|
2014
Q1 | $404K | Buy |
7,307
+1,176
| +19% | +$67.3K | 0.01% | 1067 |
|
|
2013
Q4 | $367K | Buy |
6,131
+5,182
| +546% | +$276K | 0.01% | 1046 |
|
|
2013
Q3 | $47K | Buy |
+949
| New | +$43.7K | ﹤0.01% | 1610 |
|
Other funds holding EVR
VPM
VCM
Advisors Asset Management's EVR Position: Q1 2026 in Review
Advisors Asset Management increased its Evercore (EVR) stake by 2.4% in Q1 2026, buying an estimated $71.1K and bringing the position to 9,282 shares worth $2.77M. The position accounts for 0.05% of the portfolio, ranked #501.
Advisors Asset Management first reported a position in EVR in Q3 2013 and has held it in 48 quarters since. The position peaked at $5.5M in Q4 2023. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Advisors Asset Management held 9,282 shares of Evercore worth $2.77M as of Q1 2026.
- Advisors Asset Management bought 217 Evercore shares in Q1 2026, an estimated $71.1K.
- Evercore made up 0.05% of Advisors Asset Management's portfolio in Q1 2026, its #501 holding.
- Advisors Asset Management first reported a position in Evercore in Q3 2013 and has held it in 48 quarters since.
- Advisors Asset Management's Evercore position peaked at $5.5M in Q4 2023.
- 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.