AFP
EVR icon

Ausdal Financial Partners’s Evercore EVR Stock Holding History

Ausdal Financial Partners’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 		$240K Buy
804
+127
+19% +$41.6K 0.01% 867
2025
Q4 		$230K Buy
+677
New +$218K 0.01% 843

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 $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ausdal Financial Partners's EVR Position: Q1 2026 in Review

Ausdal Financial Partners increased its Evercore (EVR) stake by 19% in Q1 2026, buying an estimated $41.6K and bringing the position to 804 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #867.

Ausdal Financial Partners first reported a position in EVR in Q4 2025 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Ausdal Financial Partners held 804 shares of Evercore worth $240K as of Q1 2026.
  • Ausdal Financial Partners bought 127 Evercore shares in Q1 2026, an estimated $41.6K.
  • Evercore made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #867 holding.
  • Ausdal Financial Partners first reported a position in Evercore in Q4 2025 and has held it in 2 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.