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Claro Advisors’s Evercore EVR Stock Holding History

Claro 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
Q2 		$207K Buy
+606
New +$207K 0.02% 514

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

Claro Advisors's EVR Position: Q2 2026 in Review

Claro Advisors opened a new position in Evercore (EVR) in Q2 2026: 606 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #514 among its holdings.

712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Claro Advisors held 606 shares of Evercore worth $207K as of Q2 2026.
  • Evercore was a new Claro Advisors position in Q2 2026.
  • Evercore made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #514 holding.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.