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Dakota Wealth Management’s Evercore EVR Stock Holding History

Dakota Wealth Management’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
-1,707
Closed -$581K – 789
2025
Q4 		$581K Buy
1,707
+54
+3% +$17.4K 0.01% 519
2025
Q3 		$558K Buy
1,653
+895
+118% +$280K 0.01% 462
2025
Q2 		$205K Buy
+758
New +$167K ﹤0.01% 728
2024
Q3 		– Sell
-988
Closed -$206K – 743
2024
Q2 		$206K Sell
988
-171
-15% -$33.3K ﹤0.01% 664
2024
Q1 		$223K Sell
1,159
-833
-42% -$151K 0.01% 645
2023
Q4 		$341K Hold
1,992
– – 0.01% 489
2023
Q3 		$275K Sell
1,992
-1,210
-38% -$164K 0.01% 510
2023
Q2 		$396K Sell
3,202
-6
-0.2% -$690 0.02% 422
2023
Q1 		$370K Buy
3,208
+156
+5% +$19.4K 0.02% 424
2022
Q4 		$333K Sell
3,052
-151
-5% -$15.8K 0.02% 428
2022
Q3 		$264K Buy
3,203
+35
+1% +$3.31K 0.02% 446
2022
Q2 		$296K Buy
+3,168
New +$338K 0.03% 377

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's EVR Position: Q1 2026 in Review

Dakota Wealth Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 1,707 shares — an estimated $581K sold.

Dakota Wealth Management first reported a position in EVR in Q2 2022 and held it in 12 quarters. The position peaked at $581K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Dakota Wealth Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 1,707 Evercore shares in Q1 2026, an estimated $581K.
  • Dakota Wealth Management first reported a position in Evercore in Q2 2022 and held it in 12 quarters.
  • Dakota Wealth Management's Evercore position peaked at $581K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.