AWM
EVR icon

Axxcess Wealth Management’s Evercore EVR Stock Holding History

Axxcess Wealth Management’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 		$6.66M Sell
19,500
-819
-4% -$280K 0.11% 187
2026
Q1 		$6.07M Sell
20,319
-323
-2% -$106K 0.19% 99
2025
Q4 		$7.02M Buy
20,642
+447
+2% +$144K 0.12% 165
2025
Q3 		$6.81M Buy
20,195
+1,093
+6% +$343K 0.14% 125
2025
Q2 		$5.16M Buy
19,102
+525
+3% +$115K 0.12% 147
2025
Q1 		$3.71M Buy
18,577
+17,783
+2,240% +$4.43M 0.1% 169
2024
Q4 		$220K Buy
+794
New +$225K 0.01% 790

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

Axxcess Wealth Management's EVR Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Evercore (EVR) stake by 4% in Q2 2026, selling an estimated $280K and leaving 19,500 shares worth $6.66M. The position accounts for 0.11% of the portfolio, ranked #187.

Axxcess Wealth Management first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.02M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Axxcess Wealth Management held 19,500 shares of Evercore worth $6.66M as of Q2 2026.
  • Axxcess Wealth Management sold 819 Evercore shares in Q2 2026, an estimated $280K.
  • Evercore made up 0.11% of Axxcess Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Axxcess Wealth Management first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Axxcess Wealth Management's Evercore position peaked at $7.02M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.