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B. Riley Wealth Advisors’s Evercore EVR Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-1,491
Closed -$507K – 963
2025
Q4 		$507K Buy
+1,491
New +$479K 0.02% 511
2014
Q3 		– Sell
-1,240
Closed -$71.5K – 1025
2014
Q2 		$71.5K Buy
+1,240
New +$68K 0.02% 870

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

B. Riley Wealth Advisors's EVR Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 1,491 shares — an estimated $507K sold.

B. Riley Wealth Advisors first reported a position in EVR in Q2 2014 and held it in 2 quarters. The position peaked at $507K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,491 Evercore shares in Q1 2026, an estimated $507K.
  • B. Riley Wealth Advisors first reported a position in Evercore in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Evercore position peaked at $507K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.