HIMS
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Hager Investment Management Services’s Evercore EVR Stock Holding History

Hager Investment Management Services’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 		$2.58M Sell
7,544
-268
-3% -$91.7K 1.18% 32
2026
Q1 		$2.33M Buy
7,812
+25
+0.3% +$8.19K 1.28% 28
2025
Q4 		$2.65M Buy
7,787
+91
+1% +$29.2K 1.44% 24
2025
Q3 		$2.6M Buy
7,696
+1,162
+18% +$364K 1.4% 25
2025
Q2 		$1.76M Buy
6,534
+268
+4% +$58.9K 1.05% 33
2025
Q1 		$1.25M Buy
6,266
+796
+15% +$198K 0.88% 35
2024
Q4 		$1.52M Buy
+5,470
New +$1.55M 0.95% 32

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Hager Investment Management Services's EVR Position: Q2 2026 in Review

Hager Investment Management Services reduced its Evercore (EVR) stake by 3.4% in Q2 2026, selling an estimated $91.7K and leaving 7,544 shares worth $2.58M. The position accounts for 1.18% of the portfolio, ranked #32.

Hager Investment Management Services first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q4 2025. 124 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Hager Investment Management Services held 7,544 shares of Evercore worth $2.58M as of Q2 2026.
  • Hager Investment Management Services sold 268 Evercore shares in Q2 2026, an estimated $91.7K.
  • Evercore made up 1.18% of Hager Investment Management Services's portfolio in Q2 2026, its #32 holding.
  • Hager Investment Management Services first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Evercore position peaked at $2.65M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.