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Impact Partnership Wealth’s Evercore EVR Stock Holding History

Impact Partnership 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
Q1 		$830K Buy
2,782
+366
+15% +$120K 0.1% 137
2025
Q4 		$822K Buy
+2,416
New +$777K 0.11% 133
2025
Q1 		– Sell
-725
Closed -$201K – 288
2024
Q4 		$201K Sell
725
-208
-22% -$58.9K 0.04% 276
2024
Q3 		$236K Sell
933
-151
-14% -$35.9K 0.05% 211
2024
Q2 		$226K Buy
1,084
+480
+79% +$93.4K 0.06% 191
2024
Q1 		$116K Sell
604
-22
-4% -$3.98K 0.05% 238
2023
Q4 		$107K Sell
626
-307
-33% -$44.4K 0.04% 234
2023
Q3 		$129K Buy
+933
New +$127K 0.04% 268

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

Impact Partnership Wealth's EVR Position: Q1 2026 in Review

Impact Partnership Wealth increased its Evercore (EVR) stake by 15% in Q1 2026, buying an estimated $120K and bringing the position to 2,782 shares worth $830K. The position accounts for 0.1% of the portfolio, ranked #137.

Impact Partnership Wealth first reported a position in EVR in Q3 2023 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Impact Partnership Wealth held 2,782 shares of Evercore worth $830K as of Q1 2026.
  • Impact Partnership Wealth bought 366 Evercore shares in Q1 2026, an estimated $120K.
  • Evercore made up 0.1% of Impact Partnership Wealth's portfolio in Q1 2026, its #137 holding.
  • Impact Partnership Wealth first reported a position in Evercore in Q3 2023 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.