JMN Financial’s Evercore EVR Stock Holding History

JMN Financial’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	$771K	Sell	2,258 -24	-1%	-$8.21K	0.6%	40
2026 Q1	$681K	Buy	2,282 +50	+2%	+$16.4K	0.67%	32
2025 Q4	$759K	Buy	+2,232	New	+$717K	0.76%	23

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JMN Financial's EVR Position: Q2 2026 in Review

JMN Financial reduced its Evercore (EVR) stake by 1.1% in Q2 2026, selling an estimated $8.21K and leaving 2,258 shares worth $771K. The position accounts for 0.6% of the portfolio, ranked #40.

JMN Financial first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 667 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

JMN Financial held 2,258 shares of Evercore worth $771K as of Q2 2026.
JMN Financial sold 24 Evercore shares in Q2 2026, an estimated $8.21K.
Evercore made up 0.6% of JMN Financial's portfolio in Q2 2026, its #40 holding.
JMN Financial first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
667 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.