IAAG
EVR icon

Innovative Asset Advisors Group’s Evercore EVR Stock Holding History

Innovative Asset Advisors 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
2026
Q2 		– Sell
-14
Closed -$4.18K – 526
2026
Q1 		$4.18K Buy
+14
New +$4.58K ﹤0.01% 802

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
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 $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Innovative Asset Advisors Group's EVR Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Evercore (EVR) in Q2 2026, closing a stake of 14 shares — an estimated $4.18K sold.

Innovative Asset Advisors Group first reported a position in EVR in Q1 2026 and held it in 1 quarter. The position peaked at $4.18K in Q1 2026. 667 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 14 Evercore shares in Q2 2026, an estimated $4.18K.
  • Innovative Asset Advisors Group first reported a position in Evercore in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Evercore position peaked at $4.18K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.