American Capital Advisory’s Evercore EVR Stock Holding History

American Capital Advisory’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	$683	Hold	2	–	–	﹤0.01%	887
2026 Q1	$598	Buy	+2	New	+$655	﹤0.01%	809
2025 Q2	–	Sell	-3	Closed	-$600	–	909
2025 Q1	$600	Buy	+3	New	+$747	﹤0.01%	486

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

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

American Capital Advisory's EVR Position: Q2 2026 in Review

American Capital Advisory held its Evercore (EVR) position steady in Q2 2026 at 2 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #887.

American Capital Advisory first reported a position in EVR in Q1 2025 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

American Capital Advisory held 2 shares of Evercore worth $683 as of Q2 2026.
American Capital Advisory left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #887 holding.
American Capital Advisory first reported a position in Evercore in Q1 2025 and has held it in 3 quarters since.
354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.