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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
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 $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

Atomi Financial Group's EVR Position: Q1 2026 in Review

Atomi Financial Group reduced its Evercore (EVR) stake by 21% in Q1 2026, selling an estimated $80.9K and leaving 905 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #1007.

Atomi Financial Group first reported a position in EVR in Q3 2024 and has held it in 6 quarters since. The position peaked at $392K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Atomi Financial Group held 905 shares of Evercore worth $270K as of Q1 2026.
  • Atomi Financial Group sold 247 Evercore shares in Q1 2026, an estimated $80.9K.
  • Evercore made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1007 holding.
  • Atomi Financial Group first reported a position in Evercore in Q3 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's Evercore position peaked at $392K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.