JWM
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Jackson Wealth Management’s Evercore EVR Stock Holding History

Jackson 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 		$1.15M Sell
3,360
-36,245
-92% -$12.4M 0.68% 28
2026
Q1 		$11.8M Sell
39,605
-500
-1% -$164K 1.22% 24
2025
Q4 		$13.6M Buy
40,105
+647
+2% +$208K 1.33% 21
2025
Q3 		$13.3M Buy
39,458
+503
+1% +$158K 1.33% 21
2025
Q2 		$10.5M Sell
38,955
-340
-0.9% -$74.8K 1.14% 19
2025
Q1 		$7.85M Sell
39,295
-508
-1% -$127K 0.95% 27
2024
Q4 		$11M Buy
39,803
+211
+0.5% +$59.8K 1.25% 18
2024
Q3 		$10M Buy
39,592
+15,744
+66% +$3.75M 1.2% 16
2024
Q2 		$4.97M Sell
23,848
-15,209
-39% -$2.96M 1.07% 20
2024
Q1 		$7.52M Buy
39,057
+2,424
+7% +$439K 0.94% 23
2023
Q4 		$6.27M Buy
36,633
+1,011
+3% +$146K 0.82% 27
2023
Q3 		$4.91M Buy
35,622
+1,716
+5% +$233K 0.7% 32
2023
Q2 		$4.19M Buy
+33,906
New +$3.9M 0.62% 37

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 Wealth Management's EVR Position: Q2 2026 in Review

Jackson Wealth Management reduced its Evercore (EVR) stake by 92% in Q2 2026, selling an estimated $12.4M and leaving 3,360 shares worth $1.15M. The position accounts for 0.68% of the portfolio, ranked #28.

Jackson Wealth Management first reported a position in EVR in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.6M in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Jackson Wealth Management held 3,360 shares of Evercore worth $1.15M as of Q2 2026.
  • Jackson Wealth Management sold 36,245 Evercore shares in Q2 2026, an estimated $12.4M.
  • Evercore made up 0.68% of Jackson Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Jackson Wealth Management first reported a position in Evercore in Q2 2023 and has held it in 13 quarters since.
  • Jackson Wealth Management's Evercore position peaked at $13.6M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.