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Crewe Advisors’s Evercore EVR Stock Holding History

Crewe 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 		$1.02K Hold
3
– – ﹤0.01% 1050
2026
Q1 		$896 Hold
3
– – ﹤0.01% 964
2025
Q4 		$1.02K Hold
3
– – ﹤0.01% 983
2025
Q3 		$1.01K Hold
3
– – ﹤0.01% 912
2025
Q2 		$811 Hold
3
– – ﹤0.01% 626
2025
Q1 		$600 Buy
3
+1
+50% +$249 ﹤0.01% 615
2024
Q4 		$555 Buy
2
+1
+100% +$283 ﹤0.01% 550
2024
Q3 		$254 Buy
+1
New +$238 ﹤0.01% 686
2023
Q2 		– Sell
-160
Closed -$18.5K – 921
2023
Q1 		$18.5K Hold
160
– – ﹤0.01% 448
2022
Q4 		$17.5K Hold
160
– – ﹤0.01% 443
2022
Q3 		$13K Hold
160
– – ﹤0.01% 582
2022
Q2 		$15K Buy
+160
New +$17K ﹤0.01% 493

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

Crewe Advisors's EVR Position: Q2 2026 in Review

Crewe Advisors held its Evercore (EVR) position steady in Q2 2026 at 3 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Crewe Advisors first reported a position in EVR in Q2 2022 and has held it in 12 quarters since. The position peaked at $18.5K in Q1 2023. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Crewe Advisors held 3 shares of Evercore worth $1.02K as of Q2 2026.
  • Crewe Advisors left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1050 holding.
  • Crewe Advisors first reported a position in Evercore in Q2 2022 and has held it in 12 quarters since.
  • Crewe Advisors's Evercore position peaked at $18.5K in Q1 2023.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.