JTWM
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Jackson Thornton Wealth Management’s Evercore EVR Stock Holding History

Jackson Thornton Wealth Management’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 		$398K Buy
1,165
+359
+45% +$123K 0.03% 198
2026
Q1 		$272K Buy
806
+109
+16% +$35.7K 0.02% 209
2025
Q4 		$261K Sell
697
-254
-27% -$81.6K 0.02% 240
2025
Q3 		$302K Buy
+951
New +$298K 0.03% 182

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

Jackson Thornton Wealth Management's EVR Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Evercore (EVR) stake by 45% in Q2 2026, buying an estimated $123K and bringing the position to 1,165 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #198.

Jackson Thornton Wealth Management first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,165 shares of Evercore worth $398K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 359 Evercore shares in Q2 2026, an estimated $123K.
  • Evercore made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Jackson Thornton Wealth Management first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.