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 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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Day Solutions's EVR Position: Q1 2026 in Review

Freedom Day Solutions reduced its Evercore (EVR) stake by 2% in Q1 2026, selling an estimated $27.8K and leaving 4,236 shares worth $1.26M. The position accounts for 0.34% of the portfolio, ranked #64.

Freedom Day Solutions first reported a position in EVR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Freedom Day Solutions held 4,236 shares of Evercore worth $1.26M as of Q1 2026.
Freedom Day Solutions sold 85 Evercore shares in Q1 2026, an estimated $27.8K.
Evercore made up 0.34% of Freedom Day Solutions's portfolio in Q1 2026, its #64 holding.
Freedom Day Solutions first reported a position in Evercore in Q1 2023 and has held it in 13 quarters since.
Freedom Day Solutions's Evercore position peaked at $1.47M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Freedom Day Solutions's 13F filing for Q1 2026, filed 5 May 2026.