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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
Q2 		$1.25M Buy
3,659
+474
+15% +$162K 0.01% 1070
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 $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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's EVR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $162K and bringing the position to 3,659 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1070.

Integrated Wealth Concepts first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Integrated Wealth Concepts held 3,659 shares of Evercore worth $1.25M as of Q2 2026.
  • Integrated Wealth Concepts bought 474 Evercore shares in Q2 2026, an estimated $162K.
  • Evercore made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1070 holding.
  • Integrated Wealth Concepts first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.