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Farmers & Merchants Investments Inc’s Evercore EVR Stock Holding History

Farmers & Merchants Investments Inc’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 		$11.3K Hold
33
– – ﹤0.01% 758
2026
Q1 		$9.85K Hold
33
– – ﹤0.01% 780
2025
Q4 		$11.2K Buy
33
+2
+6% +$643 ﹤0.01% 711
2025
Q3 		$10.5K Buy
31
+2
+7% +$627 ﹤0.01% 735
2025
Q2 		$7.83K Buy
29
+3
+12% +$660 ﹤0.01% 780
2025
Q1 		$5.19K Buy
26
+10
+63% +$2.49K ﹤0.01% 890
2024
Q4 		$4.43K Hold
16
– – ﹤0.01% 834
2024
Q3 		$4.05K Hold
16
– – ﹤0.01% 863
2024
Q2 		$3.33K Hold
16
– – ﹤0.01% 903
2024
Q1 		$3.08K Hold
16
– – ﹤0.01% 910
2023
Q4 		$2.74K Hold
16
– – ﹤0.01% 940
2023
Q3 		$2.21K Sell
16
-1
-6% -$136 ﹤0.01% 980
2023
Q2 		$2.1K Hold
17
– – ﹤0.01% 1049
2023
Q1 		$1.96K Hold
17
– – ﹤0.01% 1047
2022
Q4 		$1.85K Sell
17
-2
-11% -$209 ﹤0.01% 1109
2022
Q3 		$2K Sell
19
-73
-79% -$6.9K ﹤0.01% 964
2022
Q2 		$9K Buy
+92
New +$9.8K ﹤0.01% 718
2021
Q3 		– Sell
-36
Closed -$5K – 1017
2021
Q2 		$5K Buy
+36
New +$5.03K ﹤0.01% 776

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Farmers & Merchants Investments Inc's EVR Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Evercore (EVR) position steady in Q2 2026 at 33 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Farmers & Merchants Investments Inc first reported a position in EVR in Q2 2021 and has held it in 18 quarters since. 421 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Farmers & Merchants Investments Inc held 33 shares of Evercore worth $11.3K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #758 holding.
  • Farmers & Merchants Investments Inc first reported a position in Evercore in Q2 2021 and has held it in 18 quarters since.
  • 421 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.