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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
Q2 		$215K Buy
+629
New +$215K 0.01% 246
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
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

GW Henssler & Associates's EVR Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Evercore (EVR) in Q2 2026: 629 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in EVR as recently as Q4 2025.

GW Henssler & Associates first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $215K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • GW Henssler & Associates held 629 shares of Evercore worth $215K as of Q2 2026.
  • Evercore was a new GW Henssler & Associates position in Q2 2026.
  • Evercore made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #246 holding.
  • GW Henssler & Associates first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • GW Henssler & Associates's Evercore position peaked at $215K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.