HFS
EVR icon

Hughes Financial Services’s Evercore EVR Stock Holding History

Hughes Financial Services’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 		$4.78K Buy
14
+6
+75% +$2.05K ﹤0.01% 522
2026
Q1 		$2.39K Buy
8
+1
+14% +$327 ﹤0.01% 555
2025
Q4 		$2.38K Hold
7
– – ﹤0.01% 508
2025
Q3 		$2.16K Hold
7
– – ﹤0.01% 540
2025
Q2 		$2.1K Sell
7
-1
-13% -$220 ﹤0.01% 539
2025
Q1 		$1.6K Buy
+8
New +$1.99K ﹤0.01% 620

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

Hughes Financial Services's EVR Position: Q2 2026 in Review

Hughes Financial Services increased its Evercore (EVR) stake by 75% in Q2 2026, buying an estimated $2.05K and bringing the position to 14 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Hughes Financial Services first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Hughes Financial Services held 14 shares of Evercore worth $4.78K as of Q2 2026.
  • Hughes Financial Services bought 6 Evercore shares in Q2 2026, an estimated $2.05K.
  • Evercore made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #522 holding.
  • Hughes Financial Services first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.