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Argonautica Private Wealth Management’s Evercore EVR Stock Holding History

Argonautica Private 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
Q1 		$539K Hold
1,807
– – 0.16% 118
2025
Q4 		$615K Sell
1,807
-128
-7% -$41.1K 0.18% 108
2025
Q3 		$653K Hold
1,935
– – 0.19% 95
2025
Q2 		$522K Sell
1,935
-303
-14% -$66.6K 0.17% 111
2025
Q1 		$447K Sell
2,238
-122
-5% -$30.4K 0.15% 123
2024
Q4 		$654K Sell
2,360
-22
-0.9% -$6.23K 0.21% 91
2024
Q3 		$603K Buy
2,382
+10
+0.4% +$2.38K 0.2% 98
2024
Q2 		$494K Hold
2,372
– – 0.17% 112
2024
Q1 		$457K Hold
2,372
– – 0.16% 118
2023
Q4 		$406K Hold
2,372
– – 0.17% 118
2023
Q3 		$327K Hold
2,372
– – 0.15% 129
2023
Q2 		$293K Sell
2,372
-49
-2% -$5.64K 0.13% 151
2023
Q1 		$279K Hold
2,421
– – 0.14% 118
2022
Q4 		$264K Buy
+2,421
New +$253K 0.14% 125

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Argonautica Private Wealth Management's EVR Position: Q1 2026 in Review

Argonautica Private Wealth Management held its Evercore (EVR) position steady in Q1 2026 at 1,807 shares worth $539K. The position accounts for 0.16% of the portfolio, ranked #118.

Argonautica Private Wealth Management first reported a position in EVR in Q4 2022 and has held it in 14 quarters since. The position peaked at $654K in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Argonautica Private Wealth Management held 1,807 shares of Evercore worth $539K as of Q1 2026.
  • Argonautica Private Wealth Management left its Evercore share count unchanged in Q1 2026.
  • Evercore made up 0.16% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Argonautica Private Wealth Management first reported a position in Evercore in Q4 2022 and has held it in 14 quarters since.
  • Argonautica Private Wealth Management's Evercore position peaked at $654K in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.