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EP Wealth Advisors’s Evercore EVR Stock Holding History

EP Wealth Advisors’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 		$500K Sell
1,676
-22
-1% -$7.2K ﹤0.01% 899
2025
Q4 		$578K Buy
+1,698
New +$546K ﹤0.01% 818
2025
Q2 		$389K Sell
1,442
-11
-0.8% -$2.42K ﹤0.01% 895
2025
Q1 		$290K Sell
1,453
-93
-6% -$23.2K ﹤0.01% 924
2024
Q4 		$429K Sell
1,546
-50
-3% -$14.2K ﹤0.01% 744
2024
Q3 		$404K Buy
+1,596
New +$380K ﹤0.01% 757

Other funds holding EVR

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's EVR Position: Q1 2026 in Review

EP Wealth Advisors reduced its Evercore (EVR) stake by 1.3% in Q1 2026, selling an estimated $7.2K and leaving 1,676 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

EP Wealth Advisors first reported a position in EVR in Q3 2024 and has held it in 6 quarters since. The position peaked at $578K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • EP Wealth Advisors held 1,676 shares of Evercore worth $500K as of Q1 2026.
  • EP Wealth Advisors sold 22 Evercore shares in Q1 2026, an estimated $7.2K.
  • Evercore made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #899 holding.
  • EP Wealth Advisors first reported a position in Evercore in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Evercore position peaked at $578K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.