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Brown Miller Wealth Management’s Evercore EVR Stock Holding History

Brown Miller 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 		– Sell
-894
Closed -$267K – 208
2026
Q1 		$267K Buy
894
+67
+8% +$21.9K 0.08% 171
2025
Q4 		$281K Buy
827
+20
+2% +$6.43K 0.08% 163
2025
Q3 		$272K Buy
+807
New +$253K 0.08% 170

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brown Miller Wealth Management's EVR Position: Q2 2026 in Review

Brown Miller Wealth Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 894 shares — an estimated $267K sold.

Brown Miller Wealth Management first reported a position in EVR in Q3 2025 and held it in 3 quarters. The position peaked at $281K in Q4 2025. 144 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Brown Miller Wealth Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Brown Miller Wealth Management sold 894 Evercore shares in Q2 2026, an estimated $267K.
  • Brown Miller Wealth Management first reported a position in Evercore in Q3 2025 and held it in 3 quarters.
  • Brown Miller Wealth Management's Evercore position peaked at $281K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.