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Focus Partners Advisor Solutions’s Evercore EVR Stock Holding History

Focus Partners Advisor Solutions’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 		$1.51M Buy
5,070
+1,131
+29% +$370K 0.02% 428
2025
Q4 		$1.34M Buy
3,939
+271
+7% +$87.1K 0.02% 412
2025
Q3 		$1.17M Buy
3,668
+1,360
+59% +$426K 0.01% 471
2025
Q2 		$623K Buy
2,308
+889
+63% +$196K 0.01% 598
2025
Q1 		$283K Buy
+1,419
New +$354K ﹤0.01% 777

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Advisor Solutions's EVR Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Evercore (EVR) stake by 29% in Q1 2026, buying an estimated $370K and bringing the position to 5,070 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #428.

Focus Partners Advisor Solutions first reported a position in EVR in Q1 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Focus Partners Advisor Solutions held 5,070 shares of Evercore worth $1.51M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 1,131 Evercore shares in Q1 2026, an estimated $370K.
  • Evercore made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #428 holding.
  • Focus Partners Advisor Solutions first reported a position in Evercore in Q1 2025 and has held it in 5 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.