Empowered Funds’s Evercore EVR Stock Holding History

Empowered Funds’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	$241K	Sell	807 -921	-53%	-$302K	﹤0.01%	1935
2025 Q4	$588K	Buy	1,728 +598	+53%	+$192K	0.01%	723
2025 Q3	$381K	Buy	+1,130	New	+$354K	﹤0.01%	1515
2025 Q1	–	Sell	-21,906	Closed	-$6.07M	–	1673
2024 Q4	$6.07M	Buy	21,906 +1,923	+10%	+$545K	0.09%	319
2024 Q3	$5.06M	Sell	19,983 -2,850	-12%	-$678K	0.08%	356
2024 Q2	$4.76M	Buy	+22,833	New	+$4.44M	0.08%	325
2021 Q4	–	Sell	-12,607	Closed	-$1.69M	–	262
2021 Q3	$1.69M	Buy	12,607 +383	+3%	+$52K	0.22%	101
2021 Q2	$1.72M	Buy	+12,224	New	+$1.71M	0.22%	133
2017 Q3	–	Sell	-9,624	Closed	-$678K	–	103
2017 Q2	$678K	Buy	+9,624	New	+$700K	0.55%	67

Other funds holding EVR

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds's EVR Position: Q1 2026 in Review

Empowered Funds reduced its Evercore (EVR) stake by 53% in Q1 2026, selling an estimated $302K and leaving 807 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Empowered Funds first reported a position in EVR in Q2 2017 and has held it in 9 quarters since. The position peaked at $6.07M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Empowered Funds held 807 shares of Evercore worth $241K as of Q1 2026.
Empowered Funds sold 921 Evercore shares in Q1 2026, an estimated $302K.
Evercore made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1935 holding.
Empowered Funds first reported a position in Evercore in Q2 2017 and has held it in 9 quarters since.
Empowered Funds's Evercore position peaked at $6.07M in Q4 2024.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.