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Forum Financial Management’s Evercore EVR Stock Holding History

Forum Financial Management’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
-926
Closed -$315K – 553
2025
Q4 		$315K Sell
926
-1
-0.1% -$321 ﹤0.01% 722
2025
Q3 		$313K Buy
927
+1
+0.1% +$313 ﹤0.01% 715
2025
Q2 		$250K Buy
+926
New +$204K ﹤0.01% 775
2025
Q1 		– Sell
-922
Closed -$256K – 886
2024
Q4 		$256K Buy
+922
New +$261K ﹤0.01% 711

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

Forum Financial Management's EVR Position: Q1 2026 in Review

Forum Financial Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 926 shares — an estimated $315K sold.

Forum Financial Management first reported a position in EVR in Q4 2024 and held it in 4 quarters. The position peaked at $315K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Forum Financial Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 926 Evercore shares in Q1 2026, an estimated $315K.
  • Forum Financial Management first reported a position in Evercore in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Evercore position peaked at $315K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.