GW Henssler & Associates’s Evercore EVR Stock Holding History

GW Henssler & Associates’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	-633	Closed	-$215K	–	236
2025 Q4	$215K	Hold	633	–	–	0.01%	213
2025 Q3	$214K	Buy	+633	New	+$198K	0.01%	209

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

GW Henssler & Associates's EVR Position: Q1 2026 in Review

GW Henssler & Associates sold out of Evercore (EVR) in Q1 2026, closing a stake of 633 shares — an estimated $215K sold.

GW Henssler & Associates first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

GW Henssler & Associates reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
GW Henssler & Associates sold 633 Evercore shares in Q1 2026, an estimated $215K.
GW Henssler & Associates first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
GW Henssler & Associates's Evercore position peaked at $215K in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.