Advisory Services Network’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 | $5.09M | Buy |
17,048
+553
| +3% | +$181K | 0.07% | 306 |
|
|
2025
Q4 | $5.61M | Buy |
16,495
+713
| +5% | +$229K | 0.08% | 255 |
|
|
2025
Q3 | $5.32M | Buy |
15,782
+2,313
| +17% | +$725K | 0.08% | 267 |
|
|
2025
Q2 | $4.06M | Sell |
13,469
-3,558
| -21% | -$783K | 0.07% | 328 |
|
|
2025
Q1 | $3.4M | Buy |
17,027
+307
| +2% | +$76.5K | 0.07% | 341 |
|
|
2024
Q4 | $4.63M | Buy |
16,720
+3,543
| +27% | +$1M | 0.09% | 256 |
|
|
2024
Q3 | $2.75M | Hold |
13,177
| – | – | 0.06% | 366 |
|
|
2024
Q2 | $2.75M | Buy |
13,177
+770
| +6% | +$150K | 0.06% | 366 |
|
|
2024
Q1 | $2.39M | Buy |
12,407
+530
| +4% | +$95.9K | 0.05% | 401 |
|
|
2023
Q4 | $2.03M | Buy |
11,877
+306
| +3% | +$44.3K | 0.05% | 427 |
|
|
2023
Q3 | $1.6M | Sell |
11,571
-814
| -7% | -$111K | 0.04% | 479 |
|
|
2023
Q2 | $1.53M | Sell |
12,385
-18
| -0.1% | -$2.07K | 0.04% | 499 |
|
|
2023
Q1 | $1.43M | Buy |
12,403
+12,363
| +30,908% | +$1.54M | 0.04% | 513 |
|
|
2022
Q4 | $4.36K | Buy |
+40
| New | +$4.17K | ﹤0.01% | 3174 |
|
|
2021
Q3 | – | Sell |
-5,025
| Closed | -$708K | – | 1969 |
|
|
2021
Q2 | $708K | Sell |
5,025
-483
| -9% | -$67.5K | 0.02% | 730 |
|
|
2021
Q1 | $726K | Buy |
5,508
+5,381
| +4,237% | +$657K | 0.03% | 676 |
|
|
2020
Q4 | $14K | Hold |
127
| – | – | ﹤0.01% | 2274 |
|
|
2020
Q3 | $8K | Buy |
+127
| New | +$7.71K | ﹤0.01% | 2545 |
|
|
2020
Q2 | – | Sell |
-105
| Closed | -$5K | – | 1537 |
|
|
2020
Q1 | $5K | Sell |
105
-34
| -24% | -$2.28K | ﹤0.01% | 2465 |
|
|
2019
Q4 | $10K | Buy |
139
+59
| +74% | +$4.5K | ﹤0.01% | 2341 |
|
|
2019
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 2287 |
|
|
2019
Q2 | $7K | Buy |
80
+41
| +105% | +$3.65K | ﹤0.01% | 2285 |
|
|
2019
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 2167 |
|
|
2018
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 2199 |
|
|
2018
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 2134 |
|
|
2018
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2095 |
|
|
2018
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 2279 |
|
|
2017
Q4 | $4K | Buy |
39
+7
| +22% | +$584 | ﹤0.01% | 2184 |
|
|
2017
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 2050 |
|
|
2017
Q2 | $2K | Sell |
32
-37
| -54% | -$2.69K | ﹤0.01% | 2094 |
|
|
2017
Q1 | $5K | Buy |
+69
| New | +$5.36K | ﹤0.01% | 1703 |
|
|
2016
Q2 | – | Sell |
-632
| Closed | -$33K | – | 1863 |
|
|
2016
Q1 | $33K | Buy |
+632
| New | +$30.2K | 0.01% | 775 |
|
|
2015
Q2 | – | Sell |
-8,596
| Closed | -$426K | – | 1426 |
|
|
2015
Q1 | $426K | Buy |
+8,596
| New | +$437K | 0.12% | 191 |
|
Other funds holding EVR
VPM
VCM
Advisory Services Network's EVR Position: Q1 2026 in Review
Advisory Services Network increased its Evercore (EVR) stake by 3.4% in Q1 2026, buying an estimated $181K and bringing the position to 17,048 shares worth $5.09M. The position accounts for 0.07% of the portfolio, ranked #306.
Advisory Services Network first reported a position in EVR in Q1 2015 and has held it in 33 quarters since. The position peaked at $5.61M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Advisory Services Network held 17,048 shares of Evercore worth $5.09M as of Q1 2026.
- Advisory Services Network bought 553 Evercore shares in Q1 2026, an estimated $181K.
- Evercore made up 0.07% of Advisory Services Network's portfolio in Q1 2026, its #306 holding.
- Advisory Services Network first reported a position in Evercore in Q1 2015 and has held it in 33 quarters since.
- Advisory Services Network's Evercore position peaked at $5.61M in Q4 2025.
- 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.