EWA
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EverSource Wealth Advisors’s Evercore EVR Stock Holding History

EverSource 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 		$773K Sell
2,263
-596
-21% -$204K 0.03% 413
2026
Q1 		$853K Buy
2,859
+1,085
+61% +$355K 0.03% 429
2025
Q4 		$604K Buy
1,774
+58
+3% +$18.6K 0.02% 479
2025
Q3 		$579K Buy
1,716
+233
+16% +$73K 0.02% 448
2025
Q2 		$400K Buy
1,483
+729
+97% +$160K 0.02% 535
2025
Q1 		$151K Buy
754
+42
+6% +$10.5K 0.01% 768
2024
Q4 		$197K Buy
712
+79
+12% +$22.4K 0.01% 661
2024
Q3 		$160K Sell
633
-265
-30% -$63.1K 0.01% 630
2024
Q2 		$225K Buy
898
+20
+2% +$3.89K 0.01% 522
2024
Q1 		$159K Sell
878
-61
-6% -$11K 0.01% 563
2023
Q4 		$161K Buy
939
+88
+10% +$12.7K 0.01% 492
2023
Q3 		$117K Buy
851
+23
+3% +$3.12K 0.01% 514
2023
Q2 		$102K Sell
828
-118
-12% -$13.6K 0.01% 575
2023
Q1 		$109K Buy
946
+18
+2% +$2.24K 0.01% 516
2022
Q4 		$101K Buy
928
+105
+13% +$11K 0.02% 502
2022
Q3 		$68K Buy
823
+17
+2% +$1.61K 0.02% 548
2022
Q2 		$75K Buy
+806
New +$85.9K 0.02% 464

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

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

EverSource Wealth Advisors reduced its Evercore (EVR) stake by 21% in Q2 2026, selling an estimated $204K and leaving 2,263 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #413.

EverSource Wealth Advisors first reported a position in EVR in Q2 2022 and has held it in 17 quarters since. The position peaked at $853K in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • EverSource Wealth Advisors held 2,263 shares of Evercore worth $773K as of Q2 2026.
  • EverSource Wealth Advisors sold 596 Evercore shares in Q2 2026, an estimated $204K.
  • Evercore made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • EverSource Wealth Advisors first reported a position in Evercore in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Evercore position peaked at $853K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.