EWM
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Empirical Wealth Management’s Evercore EVR Stock Holding History

Empirical 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
Q2 		$289K Buy
847
+122
+17% +$41.7K ﹤0.01% 872
2026
Q1 		$216K Buy
+725
New +$237K ﹤0.01% 918

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Empirical Wealth Management's EVR Position: Q2 2026 in Review

Empirical Wealth Management increased its Evercore (EVR) stake by 17% in Q2 2026, buying an estimated $41.7K and bringing the position to 847 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Empirical Wealth Management first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Empirical Wealth Management held 847 shares of Evercore worth $289K as of Q2 2026.
  • Empirical Wealth Management bought 122 Evercore shares in Q2 2026, an estimated $41.7K.
  • Evercore made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #872 holding.
  • Empirical Wealth Management first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.