Front Row Advisors’s Evercore EVR Stock Holding History

Front Row Advisors’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	$1.49K	Buy	+5	New	+$1.64K	﹤0.01%	513
2024 Q3	–	Sell	-17	Closed	-$3.54K	–	619
2024 Q2	$3.54K	Hold	17	–	–	﹤0.01%	786
2024 Q1	$3.27K	Buy	+17	New	+$3.08K	﹤0.01%	790
2023 Q4	–	Sell	-17	Closed	-$2.34K	–	587
2023 Q3	$2.34K	Hold	17	–	–	﹤0.01%	797
2023 Q2	$2K	Hold	17	–	–	﹤0.01%	799
2023 Q1	$2K	Hold	17	–	–	﹤0.01%	814
2022 Q4	$2K	Hold	17	–	–	﹤0.01%	779
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	872
2022 Q2	$2K	Hold	17	–	–	﹤0.01%	812
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	851
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	874
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	860
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	863
2021 Q1	$2K	Hold	17	–	–	﹤0.01%	857
2020 Q4	$2K	Hold	17	–	–	﹤0.01%	821
2020 Q3	$2K	Hold	17	–	–	﹤0.01%	818
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	923
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	896
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	850
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	861
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	824
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	823
2018 Q4	$1K	Sell	17 -9,830	-100%	-$807K	﹤0.01%	928
2018 Q3	$798	Buy	9,847 +113	+1%	+$12.2K	0.56%	55
2018 Q2	$1.09K	Buy	9,734 +465	+5%	+$48K	0.7%	44
2018 Q1	$808K	Buy	9,269 +9,205	+14,383%	+$867K	0.57%	54
2017 Q4	$6K	Buy	+64	New	+$5.34K	﹤0.01%	505

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

Front Row Advisors's EVR Position: Q1 2026 in Review

Front Row Advisors opened a new position in Evercore (EVR) in Q1 2026: 5 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Front Row Advisors previously reported a position in EVR as recently as Q2 2024.

Front Row Advisors first reported a position in EVR in Q4 2017 and has held it in 27 quarters since. The position peaked at $808K in Q1 2018. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Front Row Advisors held 5 shares of Evercore worth $1.49K as of Q1 2026.
Evercore was a new Front Row Advisors position in Q1 2026.
Evercore made up ﹤0.01% of Front Row Advisors's portfolio in Q1 2026, its #513 holding.
Front Row Advisors first reported a position in Evercore in Q4 2017 and has held it in 27 quarters since.
Front Row Advisors's Evercore position peaked at $808K in Q1 2018.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.