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
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 $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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hantz Financial Services's EVR Position: Q1 2026 in Review

Hantz Financial Services increased its Evercore (EVR) stake by 75% in Q1 2026, buying an estimated $156K and bringing the position to 1,111 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #810.

Hantz Financial Services first reported a position in EVR in Q1 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Hantz Financial Services held 1,111 shares of Evercore worth $332K as of Q1 2026.
  • Hantz Financial Services bought 475 Evercore shares in Q1 2026, an estimated $156K.
  • Evercore made up 0.01% of Hantz Financial Services's portfolio in Q1 2026, its #810 holding.
  • Hantz Financial Services first reported a position in Evercore in Q1 2025 and has held it in 5 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.