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Fedenia Advisers’s Evercore EVR Stock Holding History

Fedenia Advisers’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 		$28.7K Buy
+84
New +$28.7K 0.01% 270
2025
Q1 		– Sell
-84
Closed -$23.3K – 209
2024
Q4 		$23.3K Buy
+84
New +$23.8K 0.01% 296

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
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
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fedenia Advisers's EVR Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Evercore (EVR) in Q2 2026: 84 shares worth $28.7K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in EVR as recently as Q4 2024.

Fedenia Advisers first reported a position in EVR in Q4 2024 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Fedenia Advisers held 84 shares of Evercore worth $28.7K as of Q2 2026.
  • Evercore was a new Fedenia Advisers position in Q2 2026.
  • Evercore made up 0.01% of Fedenia Advisers's portfolio in Q2 2026, its #270 holding.
  • Fedenia Advisers first reported a position in Evercore in Q4 2024 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.