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HB Wealth Management’s Evercore EVR Stock Holding History

HB Wealth Management’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 		$1.08M Buy
3,171
+963
+44% +$330K 0.01% 714
2026
Q1 		$659K Buy
2,208
+6
+0.3% +$1.97K ﹤0.01% 844
2025
Q4 		$749K Buy
2,202
+119
+6% +$38.2K ﹤0.01% 730
2025
Q3 		$703K Buy
2,083
+722
+53% +$226K ﹤0.01% 716
2025
Q2 		$367K Sell
1,361
-155
-10% -$34.1K ﹤0.01% 862
2025
Q1 		$303K Buy
1,516
+728
+92% +$181K ﹤0.01% 963
2024
Q4 		$218K Buy
+788
New +$223K ﹤0.01% 947

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 $3.38T AUM 44.17% 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

HB Wealth Management's EVR Position: Q2 2026 in Review

HB Wealth Management increased its Evercore (EVR) stake by 44% in Q2 2026, buying an estimated $330K and bringing the position to 3,171 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #714.

HB Wealth Management first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • HB Wealth Management held 3,171 shares of Evercore worth $1.08M as of Q2 2026.
  • HB Wealth Management bought 963 Evercore shares in Q2 2026, an estimated $330K.
  • Evercore made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #714 holding.
  • HB Wealth Management first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.