JFS Wealth Advisors’s Evercore EVR Stock Holding History

JFS Wealth Advisors’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	$13.3K	Buy	39 +1	+3%	+$342	﹤0.01%	887
2026 Q1	$11.3K	Buy	38 +1	+3%	+$327	﹤0.01%	903
2025 Q4	$12.6K	Buy	37 +8	+28%	+$2.57K	﹤0.01%	902
2025 Q3	$9.78K	Hold	29	–	–	﹤0.01%	908
2025 Q2	$7.83K	Hold	29	–	–	﹤0.01%	947
2025 Q1	$5.79K	Hold	29	–	–	﹤0.01%	1063
2024 Q4	$8.04K	Hold	29	–	–	﹤0.01%	928
2024 Q3	$7.35K	Buy	29 +1	+4%	+$238	﹤0.01%	963
2024 Q2	$5.84K	Hold	28	–	–	﹤0.01%	1003
2024 Q1	$5.39K	Hold	28	–	–	﹤0.01%	1069
2023 Q4	$4.79K	Sell	28 -1	-3%	-$145	﹤0.01%	1076
2023 Q3	$4K	Buy	29 +6	+26%	+$814	﹤0.01%	1095
2023 Q2	$2.84K	Sell	23 -5	-18%	-$575	﹤0.01%	1250
2023 Q1	$3.23K	Buy	28 +8	+40%	+$994	﹤0.01%	1173
2022 Q4	$2.18K	Buy	20 +6	+43%	+$626	﹤0.01%	1343
2022 Q3	$1K	Sell	14 -22	-61%	-$2.08K	﹤0.01%	1540
2022 Q2	$3K	Buy	36 +17	+89%	+$1.81K	﹤0.01%	1172
2022 Q1	$2K	Buy	19 +11	+138%	+$1.35K	﹤0.01%	1400
2021 Q4	$1K	Buy	+8	New	+$1.17K	﹤0.01%	1338

Other funds holding EVR

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return