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HFM Investment Advisors’s Evercore EVR Stock Holding History

HFM Investment Advisors’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 		$2.73K Buy
8
+5
+167% +$1.71K ﹤0.01% 340
2026
Q1 		$896 Hold
3
– – ﹤0.01% 453
2025
Q4 		$1.02K Hold
3
– – ﹤0.01% 445
2025
Q3 		$1.01K Hold
3
– – ﹤0.01% 366
2025
Q2 		$810 Buy
3
+2
+200% +$440 ﹤0.01% 456
2025
Q1 		$200 Buy
+1
New +$249 ﹤0.01% 628

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

HFM Investment Advisors's EVR Position: Q2 2026 in Review

HFM Investment Advisors increased its Evercore (EVR) stake by 167% in Q2 2026, buying an estimated $1.71K and bringing the position to 8 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

HFM Investment Advisors first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Evercore worth $2.73K as of Q2 2026.
  • HFM Investment Advisors bought 5 Evercore shares in Q2 2026, an estimated $1.71K.
  • Evercore made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #340 holding.
  • HFM Investment Advisors first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.