EW
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Evoke Wealth’s Evercore EVR Stock Holding History

Evoke Wealth’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 		$464K Buy
1,553
+504
+48% +$165K 0.01% 424
2025
Q4 		$357K Sell
1,049
-32
-3% -$10.3K 0.01% 477
2025
Q3 		$365K Buy
1,081
+46
+4% +$14.4K 0.01% 452
2025
Q2 		$279K Buy
+1,035
New +$228K 0.01% 471

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

Evoke Wealth's EVR Position: Q1 2026 in Review

Evoke Wealth increased its Evercore (EVR) stake by 48% in Q1 2026, buying an estimated $165K and bringing the position to 1,553 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #424.

Evoke Wealth first reported a position in EVR in Q2 2025 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Evoke Wealth held 1,553 shares of Evercore worth $464K as of Q1 2026.
  • Evoke Wealth bought 504 Evercore shares in Q1 2026, an estimated $165K.
  • Evercore made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #424 holding.
  • Evoke Wealth first reported a position in Evercore in Q2 2025 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.