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Advyzon Investment Management’s Evercore EVR Stock Holding History

Advyzon Investment Management’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 		– Sell
-914
Closed -$273K – 776
2026
Q1 		$273K Buy
914
+274
+43% +$89.7K 0.02% 568
2025
Q4 		$218K Buy
+640
New +$206K 0.03% 541

Other funds holding EVR

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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

Advyzon Investment Management's EVR Position: Q2 2026 in Review

Advyzon Investment Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 914 shares — an estimated $273K sold.

Advyzon Investment Management first reported a position in EVR in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2026. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Advyzon Investment Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 914 Evercore shares in Q2 2026, an estimated $273K.
  • Advyzon Investment Management first reported a position in Evercore in Q4 2025 and held it in 2 quarters.
  • Advyzon Investment Management's Evercore position peaked at $273K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.