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Evolve Private Wealth’s Evercore EVR Stock Holding History

Evolve Private 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 		$482K Sell
1,413
-140
-9% -$47.9K 0.03% 532
2026
Q1 		$464K Buy
1,553
+299
+24% +$97.9K 0.02% 607
2025
Q4 		$427K Buy
+1,254
New +$403K 0.03% 592

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

Evolve Private Wealth's EVR Position: Q2 2026 in Review

Evolve Private Wealth reduced its Evercore (EVR) stake by 9% in Q2 2026, selling an estimated $47.9K and leaving 1,413 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #532.

Evolve Private Wealth first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Evolve Private Wealth held 1,413 shares of Evercore worth $482K as of Q2 2026.
  • Evolve Private Wealth sold 140 Evercore shares in Q2 2026, an estimated $47.9K.
  • Evercore made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #532 holding.
  • Evolve Private Wealth first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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