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Fifth Third Wealth Advisors’s Evercore EVR Stock Holding History

Fifth Third Wealth 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
Q2 		$468K Sell
1,372
-164
-11% -$56.1K 0.01% 515
2026
Q1 		$459K Buy
1,536
+303
+25% +$99.2K 0.02% 457
2025
Q4 		$420K Sell
1,233
-16
-1% -$5.14K 0.01% 445
2025
Q3 		$421K Buy
1,249
+21
+2% +$6.58K 0.02% 437
2025
Q2 		$332K Buy
1,228
+3
+0.2% +$660 0.01% 487
2025
Q1 		$245K Buy
1,225
+3
+0.2% +$747 0.01% 584
2024
Q4 		$339K Hold
1,222
– – 0.02% 450
2024
Q3 		$310K Buy
1,222
+8
+0.7% +$1.9K 0.02% 453
2024
Q2 		$253K Buy
+1,214
New +$236K 0.02% 489

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Fifth Third Wealth Advisors's EVR Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Evercore (EVR) stake by 11% in Q2 2026, selling an estimated $56.1K and leaving 1,372 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #515.

Fifth Third Wealth Advisors first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. 88 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Fifth Third Wealth Advisors held 1,372 shares of Evercore worth $468K as of Q2 2026.
  • Fifth Third Wealth Advisors sold 164 Evercore shares in Q2 2026, an estimated $56.1K.
  • Evercore made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #515 holding.
  • Fifth Third Wealth Advisors first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • 88 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.