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Caerus Investment Advisors’s Evercore EVR Stock Holding History

Caerus Investment 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
-731
Closed -$249K – 310
2025
Q4 		$249K Sell
731
-429
-37% -$138K 0.08% 265
2025
Q3 		$391K Buy
+1,160
New +$363K 0.16% 152

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

Caerus Investment Advisors's EVR Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 731 shares — an estimated $249K sold.

Caerus Investment Advisors first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $391K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 731 Evercore shares in Q1 2026, an estimated $249K.
  • Caerus Investment Advisors first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Evercore position peaked at $391K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.