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Independent Financial Group’s Evercore EVR Stock Holding History

Independent Financial Group’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
2024
Q2 		– Sell
-1,132
Closed -$218K – 1106
2024
Q1 		$218K Buy
+1,132
New +$205K 0.01% 927

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independent Financial Group's EVR Position: Q2 2024 in Review

Independent Financial Group sold out of Evercore (EVR) in Q2 2024, closing a stake of 1,132 shares — an estimated $218K sold.

Independent Financial Group first reported a position in EVR in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Independent Financial Group reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 1,132 Evercore shares in Q2 2024, an estimated $218K.
  • Independent Financial Group first reported a position in Evercore in Q1 2024 and held it in 1 quarter.
  • Independent Financial Group's Evercore position peaked at $218K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.