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Financial Management Professionals’s Evercore EVR Stock Holding History

Financial Management Professionals’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 		$683 Hold
2
– – ﹤0.01% 925
2026
Q1 		$597 Hold
2
– – ﹤0.01% 864
2025
Q4 		$681 Hold
2
– – ﹤0.01% 844
2025
Q3 		$675 Hold
2
– – ﹤0.01% 834
2025
Q2 		$540 Hold
2
– – ﹤0.01% 906
2025
Q1 		$399 Hold
2
– – ﹤0.01% 910
2024
Q4 		$554 Hold
2
– – ﹤0.01% 879
2024
Q3 		$1K Hold
2
– – ﹤0.01% 824
2024
Q2 		$0 Hold
2
– – ﹤0.01% 927
2024
Q1 		$0 Hold
2
– – ﹤0.01% 975
2023
Q4 		$0 Hold
2
– – ﹤0.01% 958
2023
Q3 		$0 Buy
+2
New +$271 ﹤0.01% 919
2021
Q4 		– Sell
-39
Closed -$5K – 985
2021
Q3 		$5K Hold
39
– – ﹤0.01% 586
2021
Q2 		$5K Buy
+39
New +$5.45K ﹤0.01% 517
2018
Q4 		– Sell
-99
Closed -$10K – 285
2018
Q3 		$10K Buy
+99
New +$10.7K ﹤0.01% 167

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Financial Management Professionals's EVR Position: Q2 2026 in Review

Financial Management Professionals held its Evercore (EVR) position steady in Q2 2026 at 2 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Financial Management Professionals first reported a position in EVR in Q3 2018 and has held it in 15 quarters since. The position peaked at $10K in Q3 2018. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Financial Management Professionals held 2 shares of Evercore worth $683 as of Q2 2026.
  • Financial Management Professionals left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #925 holding.
  • Financial Management Professionals first reported a position in Evercore in Q3 2018 and has held it in 15 quarters since.
  • Financial Management Professionals's Evercore position peaked at $10K in Q3 2018.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.