AWM
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AE Wealth Management’s Evercore EVR Stock Holding History

AE Wealth 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 		$405K Buy
1,184
+67
+6% +$22.9K ﹤0.01% 1333
2026
Q1 		$334K Sell
1,117
-55
-5% -$18K ﹤0.01% 1319
2025
Q4 		$399K Sell
1,172
-459
-28% -$148K ﹤0.01% 1173
2025
Q3 		$551K Sell
1,631
-502
-24% -$157K ﹤0.01% 936
2025
Q2 		$576K Sell
2,133
-61,735
-97% -$13.6M ﹤0.01% 879
2025
Q1 		$12.8M Buy
63,868
+10,387
+19% +$2.59M 0.11% 206
2024
Q4 		$14.8M Buy
53,481
+7,035
+15% +$1.99M 0.13% 181
2024
Q3 		$11.8M Buy
46,446
+6,453
+16% +$1.54M 0.11% 211
2024
Q2 		$8.34M Sell
39,993
-3,289
-8% -$640K 0.08% 248
2024
Q1 		$8.34M Buy
43,282
+5,622
+15% +$1.02M 0.09% 234
2023
Q4 		$6.55M Buy
37,660
+15,259
+68% +$2.21M 0.03% 514
2023
Q3 		$3.09M Buy
22,401
+8,636
+63% +$1.17M 0.02% 702
2023
Q2 		$1.7M Buy
13,765
+3,844
+39% +$442K 0.01% 890
2023
Q1 		$1.14M Sell
9,921
-4,271
-30% -$531K 0.01% 994
2022
Q4 		$1.55M Sell
14,192
-251
-2% -$26.2K 0.01% 836
2022
Q3 		$1.19M Buy
+14,443
New +$1.37M 0.01% 881
2022
Q2 		– Sell
-3,091
Closed -$344K – 1747
2022
Q1 		$344K Buy
3,091
+870
+39% +$107K ﹤0.01% 1367
2021
Q4 		$302K Buy
+2,221
New +$324K ﹤0.01% 1442

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

AE Wealth Management's EVR Position: Q2 2026 in Review

AE Wealth Management increased its Evercore (EVR) stake by 6% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,184 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

AE Wealth Management first reported a position in EVR in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.8M in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • AE Wealth Management held 1,184 shares of Evercore worth $405K as of Q2 2026.
  • AE Wealth Management bought 67 Evercore shares in Q2 2026, an estimated $22.9K.
  • Evercore made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1333 holding.
  • AE Wealth Management first reported a position in Evercore in Q4 2021 and has held it in 18 quarters since.
  • AE Wealth Management's Evercore position peaked at $14.8M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.