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Diversify Wealth Management’s Evercore EVR Stock Holding History

Diversify 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 		$742K Buy
2,290
+642
+39% +$210K 0.01% 694
2025
Q4 		$603K Sell
1,648
-32
-2% -$10.3K 0.03% 405
2025
Q3 		$504K Sell
1,680
-107
-6% -$33.5K 0.03% 376
2025
Q2 		$550K Sell
1,787
-127
-7% -$27.9K 0.03% 356
2025
Q1 		$381K Sell
1,914
-129
-6% -$32.1K 0.03% 400
2024
Q4 		$537K Sell
2,043
-66
-3% -$18.7K 0.04% 340
2024
Q3 		$544K Sell
2,109
-124
-6% -$29.5K 0.05% 305
2024
Q2 		$496K Buy
+2,233
New +$435K 0.06% 276

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

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

Diversify Wealth Management increased its Evercore (EVR) stake by 39% in Q1 2026, buying an estimated $210K and bringing the position to 2,290 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #694.

Diversify Wealth Management first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Diversify Wealth Management held 2,290 shares of Evercore worth $742K as of Q1 2026.
  • Diversify Wealth Management bought 642 Evercore shares in Q1 2026, an estimated $210K.
  • Evercore made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #694 holding.
  • Diversify Wealth Management first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.