Apollon Wealth Management’s Evercore EVR Stock Holding History

Apollon 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	$3.67M	Buy	+10,738	New	+$3.67M	0.04%	336

Other funds holding EVR

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

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Apollon Wealth Management opened a new position in Evercore (EVR) in Q2 2026: 10,738 shares worth $3.67M. The stake represents 0.04% of the portfolio and ranks #336 among its holdings.

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

Apollon Wealth Management held 10,738 shares of Evercore worth $3.67M as of Q2 2026.
Evercore was a new Apollon Wealth Management position in Q2 2026.
Evercore made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #336 holding.
144 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.