Greenline Wealth Management’s Evercore EVR Stock Holding History

Greenline Wealth Management’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	–	Sell	-155	Closed	-$52.8K	–	239
2025 Q4	$52.8K	Buy	+155	New	+$49.8K	0.05%	196

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenline Wealth Management's EVR Position: Q1 2026 in Review

Greenline Wealth Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 155 shares — an estimated $52.8K sold.

Greenline Wealth Management first reported a position in EVR in Q4 2025 and held it in 1 quarter. The position peaked at $52.8K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Greenline Wealth Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 155 Evercore shares in Q1 2026, an estimated $52.8K.
Greenline Wealth Management first reported a position in Evercore in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Evercore position peaked at $52.8K in Q4 2025.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.