BEI
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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
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 $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

Benjamin Edwards Inc's EVR Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Evercore (EVR) stake by 51% in Q1 2026, buying an estimated $142K and bringing the position to 1,292 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Benjamin Edwards Inc first reported a position in EVR in Q3 2024 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Benjamin Edwards Inc held 1,292 shares of Evercore worth $386K as of Q1 2026.
  • Benjamin Edwards Inc bought 435 Evercore shares in Q1 2026, an estimated $142K.
  • Evercore made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1078 holding.
  • Benjamin Edwards Inc first reported a position in Evercore in Q3 2024 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.