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
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 $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 Wealth's EVR Position: Q1 2026 in Review

Focus Partners Wealth increased its Evercore (EVR) stake by 15% in Q1 2026, buying an estimated $1.25M and bringing the position to 29,884 shares worth $8.97M. The position accounts for 0.01% of the portfolio, ranked #752.

Focus Partners Wealth first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Focus Partners Wealth held 29,884 shares of Evercore worth $8.97M as of Q1 2026.
  • Focus Partners Wealth bought 3,821 Evercore shares in Q1 2026, an estimated $1.25M.
  • Evercore made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #752 holding.
  • Focus Partners Wealth first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.