Highline Wealth Partners
EVR icon

Highline Wealth Partners’s Evercore EVR Stock Holding History

Highline Wealth Partners’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
Q3 		$6.95K Buy
27
+2
+8% +$608 ﹤0.01% 818
2026
Q2 		$8.54K Buy
25
+17
+213% +$5.82K ﹤0.01% 675
2026
Q1 		$2.39K Buy
+8
New +$2.62K ﹤0.01% 1026

Other funds holding EVR

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Highline Wealth Partners's EVR Position: Q3 2026 in Review

Highline Wealth Partners increased its Evercore (EVR) stake by 8% in Q3 2026, buying an estimated $608 and bringing the position to 27 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Highline Wealth Partners first reported a position in EVR in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.54K in Q2 2026. 118 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Highline Wealth Partners held 27 shares of Evercore worth $6.95K as of Q3 2026.
  • Highline Wealth Partners bought 2 Evercore shares in Q3 2026, an estimated $608.
  • Evercore made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #818 holding.
  • Highline Wealth Partners first reported a position in Evercore in Q1 2026 and has held it in 3 quarters since.
  • Highline Wealth Partners's Evercore position peaked at $8.54K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.