Dunhill Financial’s Evercore EVR Stock Holding History

Dunhill Financial’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	Closed	-$264	–	1937
2025 Q4	$264	Buy	+1	New	+$321	﹤0.01%	1045
2024 Q3	–	Sell	-32	Closed	-$6.67K	–	952
2024 Q2	$6.67K	Buy	+32	New	+$6.23K	﹤0.01%	358

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Dunhill Financial's EVR Position: Q1 2026 in Review

Dunhill Financial sold out of Evercore (EVR) in Q1 2026, closing a stake of 1 share — an estimated $264 sold.

Dunhill Financial first reported a position in EVR in Q2 2024 and held it in 2 quarters. The position peaked at $6.67K in Q2 2024. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Dunhill Financial reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Dunhill Financial sold 1 Evercore share in Q1 2026, an estimated $264.
Dunhill Financial first reported a position in Evercore in Q2 2024 and held it in 2 quarters.
Dunhill Financial's Evercore position peaked at $6.67K in Q2 2024.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.