Diversify Advisory Services’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$689K Buy
+2,025
New +$693K 0.01% 772
2024
Q2
– Sell
-2,476
Closed -$469K – 671
2024
Q1
$469K Buy
+2,476
New +$448K 0.03% 446

Other funds holding EVR

Diversify Advisory Services's EVR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Evercore (EVR) in Q2 2026: 2,025 shares worth $689K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in EVR as recently as Q1 2024.

Diversify Advisory Services first reported a position in EVR in Q1 2024 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Diversify Advisory Services held 2,025 shares of Evercore worth $689K as of Q2 2026.
  • Evercore was a new Diversify Advisory Services position in Q2 2026.
  • Evercore made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #772 holding.
  • Diversify Advisory Services first reported a position in Evercore in Q1 2024 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.