Jones Financial Companies
EVR icon

Jones Financial Companies’s Evercore EVR Stock Holding History

Jones Financial Companies’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 		$10.2M Buy
29,792
+3,786
+15% +$1.3M ﹤0.01% 919
2026
Q1 		$7.26M Buy
26,006
+24,305
+1,429% +$7.96M ﹤0.01% 938
2025
Q4 		$579K Buy
1,701
+441
+35% +$142K ﹤0.01% 1451
2025
Q3 		$431K Buy
1,260
+456
+57% +$143K ﹤0.01% 1456
2025
Q2 		$216K Sell
804
-263
-25% -$57.8K ﹤0.01% 1631
2025
Q1 		$213K Buy
1,067
+163
+18% +$40.6K ﹤0.01% 1473
2024
Q4 		$251K Sell
904
-31
-3% -$8.78K ﹤0.01% 1252
2024
Q3 		$238K Buy
935
+310
+50% +$73.8K ﹤0.01% 1077
2024
Q2 		$130K Buy
+625
New +$122K ﹤0.01% 958

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 $3.38T AUM 44.17% 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

Jones Financial Companies's EVR Position: Q2 2026 in Review

Jones Financial Companies increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $1.3M and bringing the position to 29,792 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Jones Financial Companies first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Jones Financial Companies held 29,792 shares of Evercore worth $10.2M as of Q2 2026.
  • Jones Financial Companies bought 3,786 Evercore shares in Q2 2026, an estimated $1.3M.
  • Evercore made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #919 holding.
  • Jones Financial Companies first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.