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Dynamic Advisor Solutions’s Evercore EVR Stock Holding History

Dynamic Advisor Solutions’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 		$995K Sell
2,915
-294
-9% -$101K 0.03% 489
2026
Q1 		$958K Buy
3,209
+125
+4% +$40.9K 0.03% 477
2025
Q4 		$1.05M Sell
3,084
-163
-5% -$52.4K 0.03% 449
2025
Q3 		$1.1M Sell
3,247
-774
-19% -$243K 0.03% 444
2025
Q2 		$1.09M Buy
4,021
+293
+8% +$64.4K 0.03% 434
2025
Q1 		$745K Buy
3,728
+586
+19% +$146K 0.02% 491
2024
Q4 		$871K Buy
3,142
+94
+3% +$26.6K 0.04% 341
2024
Q3 		$772K Sell
3,048
-550
-15% -$131K 0.02% 517
2024
Q2 		$750K Buy
3,598
+25
+0.7% +$4.87K 0.02% 521
2024
Q1 		$688K Buy
3,573
+450
+14% +$81.4K 0.02% 522
2023
Q4 		$520K Sell
3,123
-201
-6% -$29.1K 0.02% 568
2023
Q3 		$458K Sell
3,324
-23
-0.7% -$3.12K 0.02% 543
2023
Q2 		$414K Buy
3,347
+298
+10% +$34.3K 0.02% 549
2023
Q1 		$352K Buy
3,049
+114
+4% +$14.2K 0.02% 557
2022
Q4 		$320K Buy
+2,935
New +$306K 0.02% 540
2022
Q2 		– Sell
-2,140
Closed -$238K – 720
2022
Q1 		$238K Buy
2,140
+25
+1% +$3.08K 0.02% 629
2021
Q4 		$287K Buy
2,115
+400
+23% +$58.3K 0.02% 576
2021
Q3 		$229K Sell
1,715
-8
-0.5% -$1.09K 0.02% 656
2021
Q2 		$243K Buy
+1,723
New +$241K 0.02% 611

Other funds holding EVR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Dynamic Advisor Solutions's EVR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Evercore (EVR) stake by 9.2% in Q2 2026, selling an estimated $101K and leaving 2,915 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #489.

Dynamic Advisor Solutions first reported a position in EVR in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q3 2025. 69 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Dynamic Advisor Solutions held 2,915 shares of Evercore worth $995K as of Q2 2026.
  • Dynamic Advisor Solutions sold 294 Evercore shares in Q2 2026, an estimated $101K.
  • Evercore made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #489 holding.
  • Dynamic Advisor Solutions first reported a position in Evercore in Q2 2021 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Evercore position peaked at $1.1M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.