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Integrated Wealth Concepts’s Evercore EVR Stock Holding History

Integrated Wealth Concepts’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 		$951K Buy
+3,185
New +$1.04M 0.01% 1148
2025
Q4 		– Sell
-929
Closed -$313K – 1757
2025
Q3 		$313K Buy
+929
New +$291K ﹤0.01% 1602

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

Integrated Wealth Concepts's EVR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Evercore (EVR) in Q1 2026: 3,185 shares worth $951K. The stake represents 0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EVR as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in EVR in Q3 2025 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Integrated Wealth Concepts held 3,185 shares of Evercore worth $951K as of Q1 2026.
  • Evercore was a new Integrated Wealth Concepts position in Q1 2026.
  • Evercore made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1148 holding.
  • Integrated Wealth Concepts first reported a position in Evercore in Q3 2025 and has held it in 2 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.