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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
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 $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

Jackson Thornton Wealth Management's EVR Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Evercore (EVR) stake by 16% in Q1 2026, buying an estimated $35.7K and bringing the position to 806 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #209.

Jackson Thornton Wealth Management first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $302K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Jackson Thornton Wealth Management held 806 shares of Evercore worth $272K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 109 Evercore shares in Q1 2026, an estimated $35.7K.
  • Evercore made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Jackson Thornton Wealth Management first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Evercore position peaked at $302K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.