Exchange Traded Concepts’s Evercore EVR Stock Holding History

Exchange Traded Concepts’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	$366K	Buy	1,072 +171	+19%	+$58.5K	﹤0.01%	1189
2026 Q1	$269K	Sell	901 -26	-3%	-$8.51K	﹤0.01%	1105
2025 Q4	$315K	Buy	+927	New	+$298K	﹤0.01%	1073
2023 Q4	–	Sell	-1,386	Closed	-$191K	–	1286
2023 Q3	$191K	Buy	+1,386	New	+$188K	0.01%	801
2021 Q2	–	Sell	-6,923	Closed	-$912K	–	1146
2021 Q1	$912K	Sell	6,923 -76	-1%	-$9.28K	0.03%	306
2020 Q4	$767K	Sell	6,999 -9,454	-57%	-$841K	0.04%	258
2020 Q3	$1.08M	Sell	16,453 -1,817	-10%	-$110K	0.06%	154
2020 Q2	$1.08M	Buy	+18,270	New	+$994K	0.18%	121

Other funds holding EVR

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Exchange Traded Concepts's EVR Position: Q2 2026 in Review

Exchange Traded Concepts increased its Evercore (EVR) stake by 19% in Q2 2026, buying an estimated $58.5K and bringing the position to 1,072 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Exchange Traded Concepts first reported a position in EVR in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2020. 108 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Exchange Traded Concepts held 1,072 shares of Evercore worth $366K as of Q2 2026.
Exchange Traded Concepts bought 171 Evercore shares in Q2 2026, an estimated $58.5K.
Evercore made up ﹤0.01% of Exchange Traded Concepts's portfolio in Q2 2026, its #1189 holding.
Exchange Traded Concepts first reported a position in Evercore in Q2 2020 and has held it in 8 quarters since.
Exchange Traded Concepts's Evercore position peaked at $1.08M in Q3 2020.
108 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.