Elevation Wealth Partners
EVR icon

Elevation Wealth Partners’s Evercore EVR Stock Holding History

Elevation 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
Q3 		$9.01K Sell
35
-15
-30% -$4.56K ﹤0.01% 925
2026
Q2 		$17.1K Buy
50
+43
+614% +$14.7K 0.01% 641
2026
Q1 		$2.09K Sell
7
-6
-46% -$1.96K ﹤0.01% 898
2025
Q4 		$4.42K Buy
13
+7
+117% +$2.25K ﹤0.01% 658
2025
Q3 		$2.02K Buy
+6
New +$1.88K ﹤0.01% 645

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Artemis Investment Management
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Braun Stacey Associates
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Principal Financial Group
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ProShare Advisors
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New York State Teachers Retirement System (NYSTRS)
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Leeward Investments
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Channing Capital Management
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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Elevation Wealth Partners's EVR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Evercore (EVR) stake by 30% in Q3 2026, selling an estimated $4.56K and leaving 35 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Elevation Wealth Partners first reported a position in EVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.1K in Q2 2026. 205 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Elevation Wealth Partners held 35 shares of Evercore worth $9.01K as of Q3 2026.
  • Elevation Wealth Partners sold 15 Evercore shares in Q3 2026, an estimated $4.56K.
  • Evercore made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #925 holding.
  • Elevation Wealth Partners first reported a position in Evercore in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Evercore position peaked at $17.1K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.