HFS
EVR icon

Hantz Financial Services’s Evercore EVR Stock Holding History

Hantz Financial 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 		$581K Buy
1,703
+592
+53% +$203K 0.01% 668
2026
Q1 		$332K Buy
1,111
+475
+75% +$156K 0.01% 810
2025
Q4 		$216K Buy
636
+269
+73% +$86.5K ﹤0.01% 840
2025
Q3 		$124K Buy
367
+241
+191% +$75.5K ﹤0.01% 902
2025
Q2 		$34K Buy
126
+124
+6,200% +$27.3K ﹤0.01% 1078
2025
Q1 		$0 Buy
+2
New +$498 ﹤0.01% 1781

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

Hantz Financial Services's EVR Position: Q2 2026 in Review

Hantz Financial Services increased its Evercore (EVR) stake by 53% in Q2 2026, buying an estimated $203K and bringing the position to 1,703 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #668.

Hantz Financial Services first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Hantz Financial Services held 1,703 shares of Evercore worth $581K as of Q2 2026.
  • Hantz Financial Services bought 592 Evercore shares in Q2 2026, an estimated $203K.
  • Evercore made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #668 holding.
  • Hantz Financial Services first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.