HighTower Advisors
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HighTower Advisors’s Evercore EVR Stock Holding History

HighTower 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
Q1 		$2.49M Buy
8,356
+1,701
+26% +$557K ﹤0.01% 1586
2025
Q4 		$2.26M Buy
6,655
+187
+3% +$60.1K ﹤0.01% 1600
2025
Q3 		$2.18M Buy
6,468
+130
+2% +$40.7K ﹤0.01% 1582
2025
Q2 		$1.71M Sell
6,338
-630
-9% -$139K ﹤0.01% 1654
2025
Q1 		$1.39M Buy
6,968
+111
+2% +$27.7K ﹤0.01% 1745
2024
Q4 		$1.9M Buy
6,857
+1,480
+28% +$419K ﹤0.01% 1547
2024
Q3 		$1.37M Buy
5,377
+547
+11% +$130K ﹤0.01% 1732
2024
Q2 		$1.01M Sell
4,830
-592
-11% -$115K ﹤0.01% 1857
2024
Q1 		$1.05M Buy
5,422
+76
+1% +$13.8K ﹤0.01% 1774
2023
Q4 		$918K Buy
5,346
+701
+15% +$101K ﹤0.01% 1884
2023
Q3 		$641K Buy
4,645
+712
+18% +$96.7K ﹤0.01% 2055
2023
Q2 		$480K Buy
3,933
+1,788
+83% +$206K ﹤0.01% 2230
2023
Q1 		$251K Buy
+2,145
New +$267K ﹤0.01% 2579

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's EVR Position: Q1 2026 in Review

HighTower Advisors increased its Evercore (EVR) stake by 26% in Q1 2026, buying an estimated $557K and bringing the position to 8,356 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

HighTower Advisors first reported a position in EVR in Q1 2023 and has held it in 13 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • HighTower Advisors held 8,356 shares of Evercore worth $2.49M as of Q1 2026.
  • HighTower Advisors bought 1,701 Evercore shares in Q1 2026, an estimated $557K.
  • Evercore made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1586 holding.
  • HighTower Advisors first reported a position in Evercore in Q1 2023 and has held it in 13 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.