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Consolidated Planning Corp’s Evercore EVR Stock Holding History

Consolidated Planning Corp’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
-8,325
Closed -$2.83M – 159
2025
Q4 		$2.83M Buy
8,325
+786
+10% +$253K 0.29% 88
2025
Q3 		$2.54M Sell
7,539
-1,870
-20% -$586K 0.27% 85
2025
Q2 		$2.54M Sell
9,409
-1,289
-12% -$284K 0.32% 82
2025
Q1 		$2.14M Buy
10,698
+2,264
+27% +$564K 0.29% 81
2024
Q4 		$2.34M Buy
8,434
+2,697
+47% +$764K 0.32% 71
2024
Q3 		$1.45M Buy
5,737
+3,453
+151% +$822K 0.22% 80
2024
Q2 		$476K Buy
2,284
+571
+33% +$111K 0.08% 116
2024
Q1 		$330K Buy
+1,713
New +$310K 0.06% 130
2021
Q4 		– Sell
-14
Closed -$2K – 188
2021
Q3 		$2K Buy
+14
New +$1.9K ﹤0.01% 404

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

Consolidated Planning Corp's EVR Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Evercore (EVR) in Q1 2026, closing a stake of 8,325 shares — an estimated $2.83M sold.

Consolidated Planning Corp first reported a position in EVR in Q3 2021 and held it in 9 quarters. The position peaked at $2.83M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 8,325 Evercore shares in Q1 2026, an estimated $2.83M.
  • Consolidated Planning Corp first reported a position in Evercore in Q3 2021 and held it in 9 quarters.
  • Consolidated Planning Corp's Evercore position peaked at $2.83M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.