AFG
EVR icon

Atomi Financial Group’s Evercore EVR Stock Holding History

Atomi Financial Group’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 		$401K Buy
1,173
+268
+30% +$91.7K 0.01% 882
2026
Q1 		$270K Sell
905
-247
-21% -$80.9K 0.01% 1007
2025
Q4 		$392K Buy
1,152
+111
+11% +$35.7K 0.01% 803
2025
Q3 		$351K Buy
1,041
+143
+16% +$44.8K 0.01% 802
2025
Q2 		$242K Buy
+898
New +$198K 0.01% 934
2025
Q1 		– Sell
-898
Closed -$249K – 1063
2024
Q4 		$249K Buy
898
+19
+2% +$5.38K 0.01% 813
2024
Q3 		$223K Buy
+879
New +$209K 0.01% 806

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

Atomi Financial Group's EVR Position: Q2 2026 in Review

Atomi Financial Group increased its Evercore (EVR) stake by 30% in Q2 2026, buying an estimated $91.7K and bringing the position to 1,173 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #882.

Atomi Financial Group first reported a position in EVR in Q3 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Atomi Financial Group held 1,173 shares of Evercore worth $401K as of Q2 2026.
  • Atomi Financial Group bought 268 Evercore shares in Q2 2026, an estimated $91.7K.
  • Evercore made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #882 holding.
  • Atomi Financial Group first reported a position in Evercore in Q3 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.