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 Q3	$4.86M	Sell	18,855 -645	-3%	-$196K	0.2%	129
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Axxcess Wealth Management's EVR Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Evercore (EVR) stake by 3.3% in Q3 2026, selling an estimated $196K and leaving 18,855 shares worth $4.86M. The position accounts for 0.2% of the portfolio, ranked #129.

Axxcess Wealth Management first reported a position in EVR in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.02M in Q4 2025. 118 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Axxcess Wealth Management held 18,855 shares of Evercore worth $4.86M as of Q3 2026.
Axxcess Wealth Management sold 645 Evercore shares in Q3 2026, an estimated $196K.
Evercore made up 0.2% of Axxcess Wealth Management's portfolio in Q3 2026, its #129 holding.
Axxcess Wealth Management first reported a position in Evercore in Q4 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's Evercore position peaked at $7.02M in Q4 2025.
118 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.