Allegiance Financial Group Advisory Services’s Evercore EVR Stock Holding History

Allegiance Financial Group Advisory Services’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	$293K	Buy	+858	New	+$294K	0.05%	149

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Allegiance Financial Group Advisory Services's EVR Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in Evercore (EVR) in Q2 2026: 858 shares worth $293K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings.

415 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Allegiance Financial Group Advisory Services held 858 shares of Evercore worth $293K as of Q2 2026.
Evercore was a new Allegiance Financial Group Advisory Services position in Q2 2026.
Evercore made up 0.05% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #149 holding.
415 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.