Financial Consulate’s Evercore EVR Stock Holding History

Financial Consulate’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	$1.03K	Buy	+4	New	+$1.22K	﹤0.01%	1297

Other funds holding EVR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Financial Consulate's EVR Position: Q3 2026 in Review

Financial Consulate opened a new position in Evercore (EVR) in Q3 2026: 4 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings.

379 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Financial Consulate held 4 shares of Evercore worth $1.03K as of Q3 2026.
Evercore was a new Financial Consulate position in Q3 2026.
Evercore made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1297 holding.
379 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.