BEI
EVR icon

Benjamin Edwards Inc’s Evercore EVR Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-1,292
Closed -$386K – 1446
2026
Q1 		$386K Buy
1,292
+435
+51% +$142K ﹤0.01% 1078
2025
Q4 		$292K Buy
857
+70
+9% +$22.5K ﹤0.01% 1127
2025
Q3 		$265K Buy
+787
New +$247K ﹤0.01% 1146
2024
Q4 		– Sell
-801
Closed -$203K – 1113
2024
Q3 		$203K Buy
+801
New +$191K ﹤0.01% 1060

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

Benjamin Edwards Inc's EVR Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of Evercore (EVR) in Q2 2026, closing a stake of 1,292 shares — an estimated $386K sold.

Benjamin Edwards Inc first reported a position in EVR in Q3 2024 and held it in 4 quarters. The position peaked at $386K in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,292 Evercore shares in Q2 2026, an estimated $386K.
  • Benjamin Edwards Inc first reported a position in Evercore in Q3 2024 and held it in 4 quarters.
  • Benjamin Edwards Inc's Evercore position peaked at $386K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.