FFA
EVR icon

Farther Finance Advisors’s Evercore EVR Stock Holding History

Farther Finance Advisors’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
Q3 		$519K Buy
2,014
+907
+82% +$276K ﹤0.01% 1559
2026
Q2 		$377K Buy
1,107
+118
+12% +$40.4K ﹤0.01% 1761
2026
Q1 		$298K Buy
989
+185
+23% +$60.6K ﹤0.01% 1737
2025
Q4 		$274K Buy
804
+398
+98% +$128K ﹤0.01% 1705
2025
Q3 		$137K Buy
406
+179
+79% +$56.1K ﹤0.01% 1840
2025
Q2 		$61.3K Sell
227
-352
-61% -$77.4K ﹤0.01% 2030
2025
Q1 		$116K Buy
579
+110
+23% +$27.4K ﹤0.01% 1465
2024
Q4 		$130K Buy
469
+276
+143% +$78.2K ﹤0.01% 1197
2024
Q3 		$48.9K Buy
193
+39
+25% +$9.28K ﹤0.01% 1675
2024
Q2 		$32.5K Buy
154
+11
+8% +$2.14K ﹤0.01% 1590
2024
Q1 		$27.1K Buy
143
+1
+0.7% +$181 ﹤0.01% 1406
2023
Q4 		$24.3K Buy
142
+18
+15% +$2.61K ﹤0.01% 1280
2023
Q3 		$17.1K Buy
124
+21
+20% +$2.85K ﹤0.01% 1131
2023
Q2 		$12.7K Hold
103
– – ﹤0.01% 1123
2023
Q1 		$11.9K Hold
103
– – ﹤0.01% 1055
2022
Q4 		$11.2K Buy
+103
New +$10.8K ﹤0.01% 909

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors's EVR Position: Q3 2026 in Review

Farther Finance Advisors increased its Evercore (EVR) stake by 82% in Q3 2026, buying an estimated $276K and bringing the position to 2,014 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Farther Finance Advisors first reported a position in EVR in Q4 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Farther Finance Advisors held 2,014 shares of Evercore worth $519K as of Q3 2026.
  • Farther Finance Advisors bought 907 Evercore shares in Q3 2026, an estimated $276K.
  • Evercore made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1559 holding.
  • Farther Finance Advisors first reported a position in Evercore in Q4 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.