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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
Q2 		$1.57M Sell
4,592
-478
-9% -$164K 0.01% 420
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 $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

Focus Partners Advisor Solutions's EVR Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Evercore (EVR) stake by 9.4% in Q2 2026, selling an estimated $164K and leaving 4,592 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #420.

Focus Partners Advisor Solutions first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Focus Partners Advisor Solutions held 4,592 shares of Evercore worth $1.57M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 478 Evercore shares in Q2 2026, an estimated $164K.
  • Evercore made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #420 holding.
  • Focus Partners Advisor Solutions first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.