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Avantax Advisory Services’s Evercore EVR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$497K Buy
+1,842
New +$405K ﹤0.01% 1586
2025
Q1 		– Sell
-866
Closed -$240K – 2257
2024
Q4 		$240K Buy
866
+52
+6% +$14.7K ﹤0.01% 1938
2024
Q3 		$206K Buy
+814
New +$194K ﹤0.01% 1994

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's EVR Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Evercore (EVR) in Q2 2025: 1,842 shares worth $497K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in EVR as recently as Q4 2024.

Avantax Advisory Services first reported a position in EVR in Q3 2024 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Avantax Advisory Services held 1,842 shares of Evercore worth $497K as of Q2 2025.
  • Evercore was a new Avantax Advisory Services position in Q2 2025.
  • Evercore made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1586 holding.
  • Avantax Advisory Services first reported a position in Evercore in Q3 2024 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.