High Note Wealth’s Evercore EVR Stock Holding History

High Note Wealth’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	$3.07K	Hold	9	–	–	﹤0.01%	732
2026 Q1	$2.69K	Hold	9	–	–	﹤0.01%	730
2025 Q4	$3.06K	Buy	+9	New	+$2.89K	﹤0.01%	660

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

High Note Wealth's EVR Position: Q2 2026 in Review

High Note Wealth held its Evercore (EVR) position steady in Q2 2026 at 9 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

High Note Wealth first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

High Note Wealth held 9 shares of Evercore worth $3.07K as of Q2 2026.
High Note Wealth left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #732 holding.
High Note Wealth first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.