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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
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 $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

Aviance Capital Partners's EVR Position: Q1 2026 in Review

Aviance Capital Partners reduced its Evercore (EVR) stake by 1.4% in Q1 2026, selling an estimated $9.82K and leaving 2,098 shares worth $626K. The position accounts for 0.07% of the portfolio, ranked #214.

Aviance Capital Partners first reported a position in EVR in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.42M in Q2 2019. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Aviance Capital Partners held 2,098 shares of Evercore worth $626K as of Q1 2026.
  • Aviance Capital Partners sold 30 Evercore shares in Q1 2026, an estimated $9.82K.
  • Evercore made up 0.07% of Aviance Capital Partners's portfolio in Q1 2026, its #214 holding.
  • Aviance Capital Partners first reported a position in Evercore in Q1 2019 and has held it in 11 quarters since.
  • Aviance Capital Partners's Evercore position peaked at $1.42M in Q2 2019.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.