FDS
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
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

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

Freedom Day Solutions's EVR Position: Q2 2026 in Review

Freedom Day Solutions reduced its Evercore (EVR) stake by 4.7% in Q2 2026, selling an estimated $67.4K and leaving 4,039 shares worth $1.38M. The position accounts for 0.31% of the portfolio, ranked #74.

Freedom Day Solutions first reported a position in EVR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Freedom Day Solutions held 4,039 shares of Evercore worth $1.38M as of Q2 2026.
  • Freedom Day Solutions sold 197 Evercore shares in Q2 2026, an estimated $67.4K.
  • Evercore made up 0.31% of Freedom Day Solutions's portfolio in Q2 2026, its #74 holding.
  • Freedom Day Solutions first reported a position in Evercore in Q1 2023 and has held it in 14 quarters since.
  • Freedom Day Solutions's Evercore position peaked at $1.47M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Freedom Day Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.