HAP
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Harbor Asset Planning’s Evercore EVR Stock Holding History

Harbor Asset Planning’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 		$22.9K Hold
67
– – 0.02% 296
2026
Q1 		$20K Hold
67
– – 0.02% 298
2025
Q4 		$22.8K Hold
67
– – 0.02% 278
2025
Q3 		$22.6K Hold
67
– – 0.02% 275
2025
Q2 		$18.1K Buy
+67
New +$14.7K 0.02% 285

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 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

Harbor Asset Planning's EVR Position: Q2 2026 in Review

Harbor Asset Planning held its Evercore (EVR) position steady in Q2 2026 at 67 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #296.

Harbor Asset Planning first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Harbor Asset Planning held 67 shares of Evercore worth $22.9K as of Q2 2026.
  • Harbor Asset Planning left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #296 holding.
  • Harbor Asset Planning first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.