Avion Wealth’s Evercore EVR Stock Holding History

Avion Wealth’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	$1K	Sell	3 -1	-25%	-$342	﹤0.01%	1227
2026 Q1	$1K	Sell	4 -1	-20%	-$327	﹤0.01%	1017
2025 Q4	$1K	Buy	5 +3	+150%	+$964	﹤0.01%	1014
2025 Q3	$0	Hold	2	–	–	﹤0.01%	1297
2025 Q2	$0	Buy	+2	New	+$440	﹤0.01%	1295

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avion Wealth's EVR Position: Q2 2026 in Review

Avion Wealth reduced its Evercore (EVR) stake by 25% in Q2 2026, selling an estimated $342 and leaving 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Avion Wealth first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Avion Wealth held 3 shares of Evercore worth $1K as of Q2 2026.
Avion Wealth sold 1 Evercore share in Q2 2026, an estimated $342.
Evercore made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1227 holding.
Avion Wealth first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.