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Astoria Portfolio Advisors’s Evercore EVR Stock Holding History

Astoria Portfolio Advisors’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 		$251K Buy
735
+152
+26% +$52K 0.04% 303
2026
Q1 		$203K Buy
+583
New +$191K 0.04% 286

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 $3.37T AUM 44.26% 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

Astoria Portfolio Advisors's EVR Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Evercore (EVR) stake by 26% in Q2 2026, buying an estimated $52K and bringing the position to 735 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #303.

Astoria Portfolio Advisors first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Astoria Portfolio Advisors held 735 shares of Evercore worth $251K as of Q2 2026.
  • Astoria Portfolio Advisors bought 152 Evercore shares in Q2 2026, an estimated $52K.
  • Evercore made up 0.04% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #303 holding.
  • Astoria Portfolio Advisors first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.