Focus Partners Wealth
EVR icon

Focus Partners Wealth’s Evercore EVR Stock Holding History

Focus Partners Wealth’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 		$11.1M Buy
32,650
+2,766
+9% +$946K 0.01% 685
2026
Q1 		$8.97M Buy
29,884
+3,821
+15% +$1.25M 0.01% 752
2025
Q4 		$8.87M Buy
26,063
+400
+2% +$129K 0.01% 746
2025
Q3 		$8.51M Buy
25,663
+2,543
+11% +$797K 0.01% 605
2025
Q2 		$6.24M Buy
23,120
+1,333
+6% +$293K 0.01% 610
2025
Q1 		$4.35M Buy
21,787
+422
+2% +$105K 0.01% 666
2024
Q4 		$5.92M Buy
21,365
+547
+3% +$155K 0.02% 577
2024
Q3 		$5.27M Buy
20,818
+19,328
+1,297% +$4.6M 0.02% 547
2024
Q2 		$311K Buy
+1,490
New +$290K ﹤0.01% 1062

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 Wealth's EVR Position: Q2 2026 in Review

Focus Partners Wealth increased its Evercore (EVR) stake by 9.3% in Q2 2026, buying an estimated $946K and bringing the position to 32,650 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #685.

Focus Partners Wealth first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Focus Partners Wealth held 32,650 shares of Evercore worth $11.1M as of Q2 2026.
  • Focus Partners Wealth bought 2,766 Evercore shares in Q2 2026, an estimated $946K.
  • Evercore made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #685 holding.
  • Focus Partners Wealth first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.