Cetera Investment Advisers
EVR icon

Cetera Investment Advisers’s Evercore EVR Stock Holding History

Cetera Investment Advisers’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 		$2.21M Sell
6,471
-1,010
-14% -$346K ﹤0.01% 2310
2026
Q1 		$2.23M Buy
7,481
+441
+6% +$144K ﹤0.01% 2192
2025
Q4 		$2.4M Sell
7,040
-314
-4% -$101K ﹤0.01% 2051
2025
Q3 		$2.48M Buy
7,354
+2,984
+68% +$935K ﹤0.01% 1992
2025
Q2 		$1.18M Sell
4,370
-12,715
-74% -$2.8M ﹤0.01% 2236
2025
Q1 		$3.41M Buy
17,085
+4,781
+39% +$1.19M 0.01% 1363
2024
Q4 		$3.41M Buy
12,304
+1,643
+15% +$465K 0.01% 1271
2024
Q3 		$2.7M Buy
10,661
+5,006
+89% +$1.19M 0.01% 1395
2024
Q2 		$1.18M Sell
5,655
-2,769
-33% -$539K ﹤0.01% 1958
2024
Q1 		$1.62M Buy
8,424
+6,099
+262% +$1.1M ﹤0.01% 1713
2023
Q4 		$398K Buy
2,325
+319
+16% +$46.2K ﹤0.01% 1618
2023
Q3 		$277K Buy
2,006
+14
+0.7% +$1.9K ﹤0.01% 1787
2023
Q2 		$246K Sell
1,992
-719
-27% -$82.7K ﹤0.01% 1867
2023
Q1 		$313K Buy
2,711
+21
+0.8% +$2.61K ﹤0.01% 1678
2022
Q4 		$293K Buy
+2,690
New +$281K ﹤0.01% 1678

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's EVR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Evercore (EVR) stake by 14% in Q2 2026, selling an estimated $346K and leaving 6,471 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Cetera Investment Advisers first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.41M in Q1 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cetera Investment Advisers held 6,471 shares of Evercore worth $2.21M as of Q2 2026.
  • Cetera Investment Advisers sold 1,010 Evercore shares in Q2 2026, an estimated $346K.
  • Evercore made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2310 holding.
  • Cetera Investment Advisers first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Evercore position peaked at $3.41M in Q1 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.