Freedom Day Solutions
EVR icon

Freedom Day Solutions’s Evercore EVR Stock Holding History

Freedom Day 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
Q3 		$995K Sell
3,865
-174
-4% -$52.9K 0.22% 76
2026
Q2 		$1.38M Sell
4,039
-197
-5% -$67.4K 0.31% 74
2026
Q1 		$1.26M Sell
4,236
-85
-2% -$27.8K 0.34% 64
2025
Q4 		$1.47M Buy
4,321
+89
+2% +$28.6K 0.4% 65
2025
Q3 		$1.43M Buy
4,232
+153
+4% +$47.9K 0.39% 67
2025
Q2 		$1.1M Sell
4,079
-431
-10% -$94.8K 0.33% 67
2025
Q1 		$901K Sell
4,510
-281
-6% -$70K 0.28% 72
2024
Q4 		$1.33M Buy
4,791
+183
+4% +$51.8K 0.4% 68
2024
Q3 		$1.17M Buy
4,608
+25
+0.5% +$5.95K 0.36% 67
2024
Q2 		$955K Buy
4,583
+495
+12% +$96.3K 0.32% 66
2024
Q1 		$787K Sell
4,088
-83
-2% -$15K 0.28% 72
2023
Q4 		$713K Buy
4,171
+157
+4% +$22.7K 0.28% 70
2023
Q3 		$553K Sell
4,014
-676
-14% -$91.8K 0.24% 75
2023
Q2 		$580K Sell
4,690
-6,563
-58% -$755K 0.26% 72
2023
Q1 		$1.3M Buy
+11,253
New +$1.4M 0.61% 63

Other funds holding EVR

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Freedom Day Solutions's EVR Position: Q3 2026 in Review

Freedom Day Solutions reduced its Evercore (EVR) stake by 4.3% in Q3 2026, selling an estimated $52.9K and leaving 3,865 shares worth $995K. The position accounts for 0.22% of the portfolio, ranked #76.

Freedom Day Solutions first reported a position in EVR in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.47M in Q4 2025. 100 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Freedom Day Solutions held 3,865 shares of Evercore worth $995K as of Q3 2026.
  • Freedom Day Solutions sold 174 Evercore shares in Q3 2026, an estimated $52.9K.
  • Evercore made up 0.22% of Freedom Day Solutions's portfolio in Q3 2026, its #76 holding.
  • Freedom Day Solutions first reported a position in Evercore in Q1 2023 and has held it in 15 quarters since.
  • Freedom Day Solutions's Evercore position peaked at $1.47M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Freedom Day Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.