Daymark Wealth Partners’s Evercore EVR Stock Holding History

Daymark 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	$305K	Buy	892 +34	+4%	+$11.6K	0.01%	630
2026 Q1	$256K	Buy	+858	New	+$281K	0.01%	627

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Daymark Wealth Partners increased its Evercore (EVR) stake by 4% in Q2 2026, buying an estimated $11.6K and bringing the position to 892 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #630.

Daymark Wealth Partners first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Daymark Wealth Partners held 892 shares of Evercore worth $305K as of Q2 2026.
Daymark Wealth Partners bought 34 Evercore shares in Q2 2026, an estimated $11.6K.
Evercore made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #630 holding.
Daymark Wealth Partners first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.