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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
Q2 		$755K Buy
2,212
+536
+32% +$183K ﹤0.01% 853
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 $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

EP Wealth Advisors's EVR Position: Q2 2026 in Review

EP Wealth Advisors increased its Evercore (EVR) stake by 32% in Q2 2026, buying an estimated $183K and bringing the position to 2,212 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

EP Wealth Advisors first reported a position in EVR in Q3 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • EP Wealth Advisors held 2,212 shares of Evercore worth $755K as of Q2 2026.
  • EP Wealth Advisors bought 536 Evercore shares in Q2 2026, an estimated $183K.
  • Evercore made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #853 holding.
  • EP Wealth Advisors first reported a position in Evercore in Q3 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.