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Foster & Motley’s Evercore EVR Stock Holding History

Foster & Motley’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 		$209K Sell
699
-49
-7% -$16K 0.01% 390
2025
Q4 		$255K Sell
748
-377
-34% -$121K 0.01% 363
2025
Q3 		$379K Sell
1,125
-293
-21% -$91.8K 0.02% 320
2025
Q2 		$383K Sell
1,418
-1,649
-54% -$363K 0.02% 314
2025
Q1 		$613K Sell
3,067
-1,229
-29% -$306K 0.04% 261
2024
Q4 		$1.19M Sell
4,296
-1,205
-22% -$341K 0.08% 203
2024
Q3 		$1.39M Sell
5,501
-963
-15% -$229K 0.09% 189
2024
Q2 		$1.35M Sell
6,464
-92
-1% -$17.9K 0.09% 181
2024
Q1 		$1.26M Buy
6,556
+3
+0% +$543 0.09% 187
2023
Q4 		$1.12M Buy
6,553
+2,532
+63% +$367K 0.08% 188
2023
Q3 		$554K Buy
+4,021
New +$546K 0.05% 252

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

Foster & Motley's EVR Position: Q1 2026 in Review

Foster & Motley reduced its Evercore (EVR) stake by 6.6% in Q1 2026, selling an estimated $16K and leaving 699 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #390.

Foster & Motley first reported a position in EVR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q3 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Foster & Motley held 699 shares of Evercore worth $209K as of Q1 2026.
  • Foster & Motley sold 49 Evercore shares in Q1 2026, an estimated $16K.
  • Evercore made up 0.01% of Foster & Motley's portfolio in Q1 2026, its #390 holding.
  • Foster & Motley first reported a position in Evercore in Q3 2023 and has held it in 11 quarters since.
  • Foster & Motley's Evercore position peaked at $1.39M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.