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Aviance Capital Partners’s Evercore EVR Stock Holding History

Aviance Capital 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
Q2 		$692K Sell
2,028
-70
-3% -$24K 0.07% 215
2026
Q1 		$626K Sell
2,098
-30
-1% -$9.82K 0.07% 214
2025
Q4 		$724K Hold
2,128
– – 0.08% 198
2025
Q3 		$718K Sell
2,128
-240
-10% -$75.2K 0.09% 196
2025
Q2 		$639K Sell
2,368
-260
-10% -$57.2K 0.08% 196
2025
Q1 		$525K Sell
2,628
-25
-0.9% -$6.23K 0.07% 215
2024
Q4 		$735K Sell
2,653
-762
-22% -$216K 0.1% 172
2024
Q3 		$865K Sell
3,415
-610
-15% -$145K 0.11% 176
2024
Q2 		$839K Sell
4,025
-50
-1% -$9.73K 0.12% 162
2024
Q1 		$785K Buy
+4,075
New +$737K 0.12% 172
2019
Q3 		– Sell
-16,075
Closed -$1.42M – 220
2019
Q2 		$1.42M Buy
16,075
+847
+6% +$75.4K 0.39% 74
2019
Q1 		$1.39M Buy
+15,228
New +$1.34M 0.4% 68

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

Aviance Capital Partners's EVR Position: Q2 2026 in Review

Aviance Capital Partners reduced its Evercore (EVR) stake by 3.3% in Q2 2026, selling an estimated $24K and leaving 2,028 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #215.

Aviance Capital Partners first reported a position in EVR in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.42M in Q2 2019. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Aviance Capital Partners held 2,028 shares of Evercore worth $692K as of Q2 2026.
  • Aviance Capital Partners sold 70 Evercore shares in Q2 2026, an estimated $24K.
  • Evercore made up 0.07% of Aviance Capital Partners's portfolio in Q2 2026, its #215 holding.
  • Aviance Capital Partners first reported a position in Evercore in Q1 2019 and has held it in 12 quarters since.
  • Aviance Capital Partners's Evercore position peaked at $1.42M in Q2 2019.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.