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 Q2	–	Sell	-1,553	Closed	-$464K	–	204
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Evoke Wealth's EVR Position: Q2 2026 in Review

Evoke Wealth sold out of Evercore (EVR) in Q2 2026, closing a stake of 1,553 shares — an estimated $464K sold.

Evoke Wealth first reported a position in EVR in Q2 2025 and held it in 4 quarters. The position peaked at $464K in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Evoke Wealth reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,553 Evercore shares in Q2 2026, an estimated $464K.
Evoke Wealth first reported a position in Evercore in Q2 2025 and held it in 4 quarters.
Evoke Wealth's Evercore position peaked at $464K in Q1 2026.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.