Janney Montgomery Scott
EVR icon

Janney Montgomery Scott’s Evercore EVR Stock Holding History

Janney Montgomery Scott’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 		$812K Buy
2,721
+11
+0.4% +$3.6K ﹤0.01% 1773
2025
Q4 		$922K Buy
2,710
+24
+0.9% +$7.71K ﹤0.01% 1782
2025
Q3 		$906K Sell
2,686
-75
-3% -$23.5K ﹤0.01% 1764
2025
Q2 		$746K Sell
2,761
-2,352
-46% -$517K ﹤0.01% 1775
2025
Q1 		$1.02M Buy
5,113
+1,660
+48% +$414K ﹤0.01% 1526
2024
Q4 		$957K Buy
3,453
+723
+26% +$205K ﹤0.01% 1561
2024
Q3 		$692K Sell
2,730
-189
-6% -$45K ﹤0.01% 1746
2024
Q2 		$608K Buy
2,919
+179
+7% +$34.8K ﹤0.01% 1737
2024
Q1 		$528K Buy
2,740
+1,410
+106% +$255K ﹤0.01% 1957
2023
Q4 		$227K Sell
1,330
-9,425
-88% -$1.36M ﹤0.01% 2393
2023
Q3 		$1.48M Buy
10,755
+5
+0% +$679 0.01% 1140
2023
Q2 		$1.33M Buy
10,750
+1,500
+16% +$173K ﹤0.01% 1260
2023
Q1 		$1.07M Hold
9,250
– – ﹤0.01% 1279
2022
Q4 		$1.01M Hold
9,250
– – ﹤0.01% 1373
2022
Q3 		$761K Hold
9,250
– – ﹤0.01% 1447
2022
Q2 		$895K Sell
9,250
-2,452
-21% -$261K ﹤0.01% 1305
2022
Q1 		$1.3M Sell
11,702
-7
-0.1% -$861 0.01% 1117
2021
Q4 		$1.59M Sell
11,709
-63
-0.5% -$9.19K 0.01% 1083
2021
Q3 		$1.57M Buy
11,772
+79
+0.7% +$10.7K 0.01% 1061
2021
Q2 		$1.65M Sell
11,693
-8,543
-42% -$1.19M 0.01% 1029
2021
Q1 		$2.67M Sell
20,236
-1,681
-8% -$205K 0.01% 770
2020
Q4 		$2.4M Buy
21,917
+494
+2% +$44K 0.01% 797
2020
Q3 		$1.4M Buy
21,423
+257
+1% +$15.6K 0.01% 945
2020
Q2 		$1.25M Buy
21,166
+12,497
+144% +$680K 0.01% 951
2020
Q1 		$399K Sell
8,669
-1,253
-13% -$83.9K ﹤0.01% 1347
2019
Q4 		$742K Sell
9,922
-435
-4% -$33.2K ﹤0.01% 1229
2019
Q3 		$830K Sell
10,357
-434
-4% -$36K 0.01% 1121
2019
Q2 		$956K Buy
10,791
+849
+9% +$75.6K 0.01% 1071
2019
Q1 		$905K Buy
9,942
+9
+0.1% +$790 0.01% 1081
2018
Q4 		$711K Sell
9,933
-6,795
-41% -$558K 0.01% 1103
2018
Q3 		$1.68M Buy
16,728
+2,602
+18% +$280K 0.01% 768
2018
Q2 		$1.49M Buy
14,126
+158
+1% +$16.3K 0.01% 789
2018
Q1 		$1.22M Sell
13,968
-2
-0% -$188 0.01% 873
2017
Q4 		$1.26M Buy
13,970
+307
+2% +$25.6K 0.01% 845
2017
Q3 		$1.1M Buy
13,663
+299
+2% +$22.5K 0.01% 877
2017
Q2 		$942K Buy
13,364
+4,656
+53% +$339K 0.01% 904
2017
Q1 		$678K Sell
8,708
-400
-4% -$31.1K 0.01% 1024
2016
Q4 		$626K Sell
9,108
-134
-1% -$8.24K 0.01% 989
2016
Q3 		$476K Buy
+9,242
New +$465K 0.01% 984
2016
Q2 		– Sell
-8,952
Closed -$463K – 827
2016
Q1 		$463K Buy
8,952
+1,394
+18% +$66.6K 0.01% 807
2015
Q4 		$409K Sell
7,558
-92
-1% -$4.97K 0.01% 912
2015
Q3 		$384K Sell
7,650
-175
-2% -$9.59K 0.01% 951
2015
Q2 		$422K Sell
7,825
-130
-2% -$6.63K 0.01% 1279
2015
Q1 		$411K Sell
7,955
-70
-0.9% -$3.56K 0.01% 1508
2014
Q4 		$420K Buy
8,025
+1,750
+28% +$87.6K 0.01% 1438
2014
Q3 		$295K Hold
6,275
– – 0.01% 1671
2014
Q2 		$362K Hold
6,275
– – 0.01% 1469
2014
Q1 		$347K Sell
6,275
-300
-5% -$17.2K 0.01% 1360
2013
Q4 		$393K Hold
6,575
– – 0.01% 1246
2013
Q3 		$324K Buy
+6,575
New +$303K 0.01% 1289

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

Janney Montgomery Scott's EVR Position: Q1 2026 in Review

Janney Montgomery Scott increased its Evercore (EVR) stake by 0.41% in Q1 2026, buying an estimated $3.6K and bringing the position to 2,721 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Janney Montgomery Scott first reported a position in EVR in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.67M in Q1 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Janney Montgomery Scott held 2,721 shares of Evercore worth $812K as of Q1 2026.
  • Janney Montgomery Scott bought 11 Evercore shares in Q1 2026, an estimated $3.6K.
  • Evercore made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1773 holding.
  • Janney Montgomery Scott first reported a position in Evercore in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's Evercore position peaked at $2.67M in Q1 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.