Atlantic Private Wealth’s Evercore EVR Stock Holding History

Atlantic Private Wealth’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	$685	Hold	2	–	–	﹤0.01%	253
2026 Q1	$599	Hold	2	–	–	﹤0.01%	263
2025 Q4	$682	Buy	+2	New	+$643	﹤0.01%	287

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Atlantic Private Wealth's EVR Position: Q2 2026 in Review

Atlantic Private Wealth held its Evercore (EVR) position steady in Q2 2026 at 2 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Atlantic Private Wealth first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Atlantic Private Wealth held 2 shares of Evercore worth $685 as of Q2 2026.
Atlantic Private Wealth left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #253 holding.
Atlantic Private Wealth first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.