JWA
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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

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

JFS Wealth Advisors's EVR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Evercore (EVR) stake by 2.6% in Q2 2026, buying an estimated $342 and bringing the position to 39 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

JFS Wealth Advisors first reported a position in EVR in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • JFS Wealth Advisors held 39 shares of Evercore worth $13.3K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #887 holding.
  • JFS Wealth Advisors first reported a position in Evercore in Q4 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.