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Financial Network Wealth Advisors’s Evercore EVR Stock Holding History

Financial Network 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
Q1 		– Sell
-3
Closed -$1.02K – 824
2025
Q4 		$1.02K Hold
3
– – ﹤0.01% 788
2025
Q3 		$1.01K Hold
3
– – ﹤0.01% 782
2025
Q2 		$810 Hold
3
– – ﹤0.01% 801
2025
Q1 		$599 Buy
+3
New +$747 ﹤0.01% 768
2024
Q4 		– Sell
-25
Closed -$6.33K – 598
2024
Q3 		$6.33K Hold
25
– – 0.01% 502
2024
Q2 		$5.21K Buy
+25
New +$4.87K ﹤0.01% 575

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Network Wealth Advisors's EVR Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 3 shares — an estimated $1.02K sold.

Financial Network Wealth Advisors first reported a position in EVR in Q2 2024 and held it in 6 quarters. The position peaked at $6.33K in Q3 2024. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 3 Evercore shares in Q1 2026, an estimated $1.02K.
  • Financial Network Wealth Advisors first reported a position in Evercore in Q2 2024 and held it in 6 quarters.
  • Financial Network Wealth Advisors's Evercore position peaked at $6.33K in Q3 2024.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.