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Concord Wealth Partners’s Evercore EVR Stock Holding History

Concord Wealth Partners’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 		$2.4K Buy
+7
New +$2.4K ﹤0.01% 731
2025
Q1 		– Sell
-7
Closed -$1.94K – 857
2024
Q4 		$1.94K Hold
7
– – ﹤0.01% 714
2024
Q3 		$1.77K Buy
+7
New +$1.67K ﹤0.01% 758
2022
Q3 		– Sell
-32
Closed -$3K – 460
2022
Q2 		$3K Hold
32
– – ﹤0.01% 932
2022
Q1 		$4K Buy
+32
New +$3.94K ﹤0.01% 958

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

Concord Wealth Partners's EVR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Evercore (EVR) in Q2 2026: 7 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EVR as recently as Q4 2024.

Concord Wealth Partners first reported a position in EVR in Q1 2022 and has held it in 5 quarters since. The position peaked at $4K in Q1 2022. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Concord Wealth Partners held 7 shares of Evercore worth $2.4K as of Q2 2026.
  • Evercore was a new Concord Wealth Partners position in Q2 2026.
  • Evercore made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #731 holding.
  • Concord Wealth Partners first reported a position in Evercore in Q1 2022 and has held it in 5 quarters since.
  • Concord Wealth Partners's Evercore position peaked at $4K in Q1 2022.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.