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Atlas Capital Advisors’s Evercore EVR Stock Holding History

Atlas Capital 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 		$4.1K Hold
12
– – ﹤0.01% 937
2026
Q1 		$3.58K Hold
12
– – ﹤0.01% 852
2025
Q4 		$4.08K Buy
+12
New +$3.86K ﹤0.01% 812
2025
Q2 		$3.24K Sell
12
-13
-52% -$2.86K ﹤0.01% 841
2025
Q1 		$4.99K Buy
25
+13
+108% +$3.24K ﹤0.01% 851
2024
Q4 		$3.33K Sell
12
-19
-61% -$5.38K ﹤0.01% 844
2024
Q3 		$7.85K Buy
31
+19
+158% +$4.52K ﹤0.01% 746
2024
Q2 		$2.5K Sell
12
-19
-61% -$3.7K ﹤0.01% 818
2024
Q1 		$5.97K Buy
+31
New +$5.61K ﹤0.01% 752

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

Atlas Capital Advisors's EVR Position: Q2 2026 in Review

Atlas Capital Advisors held its Evercore (EVR) position steady in Q2 2026 at 12 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Atlas Capital Advisors first reported a position in EVR in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.85K in Q3 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Atlas Capital Advisors held 12 shares of Evercore worth $4.1K as of Q2 2026.
  • Atlas Capital Advisors left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #937 holding.
  • Atlas Capital Advisors first reported a position in Evercore in Q1 2024 and has held it in 9 quarters since.
  • Atlas Capital Advisors's Evercore position peaked at $7.85K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.