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Encompass More Asset Management’s Evercore EVR Stock Holding History

Encompass More Asset 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 		$567K Sell
1,661
-2
-0.1% -$684 0.08% 153
2026
Q1 		$496K Buy
+1,663
New +$545K 0.08% 137
2025
Q4 		– Sell
-3,063
Closed -$1.03M – 259
2025
Q3 		$1.03M Buy
+3,063
New +$960K 0.2% 94

Other funds holding EVR

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
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
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Encompass More Asset Management's EVR Position: Q2 2026 in Review

Encompass More Asset Management reduced its Evercore (EVR) stake by 0.12% in Q2 2026, selling an estimated $684 and leaving 1,661 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #153.

Encompass More Asset Management first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q3 2025. 60 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Encompass More Asset Management held 1,661 shares of Evercore worth $567K as of Q2 2026.
  • Encompass More Asset Management sold 2 Evercore shares in Q2 2026, an estimated $684.
  • Evercore made up 0.08% of Encompass More Asset Management's portfolio in Q2 2026, its #153 holding.
  • Encompass More Asset Management first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Encompass More Asset Management's Evercore position peaked at $1.03M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.