JSW
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Journey Strategic Wealth’s Evercore EVR Stock Holding History

Journey Strategic Wealth’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 		$653K Buy
2,189
+165
+8% +$54K 0.02% 278
2025
Q4 		$689K Sell
2,024
-8
-0.4% -$2.57K 0.02% 240
2025
Q3 		$685K Sell
2,032
-195
-9% -$61.1K 0.02% 228
2025
Q2 		$601K Buy
2,227
+682
+44% +$150K 0.02% 252
2025
Q1 		$309K Buy
1,545
+49
+3% +$12.2K 0.01% 329
2024
Q4 		$415K Hold
1,496
– – 0.02% 259
2024
Q3 		$379K Buy
1,496
+2
+0.1% +$476 0.01% 274
2024
Q2 		$311K Buy
1,494
+116
+8% +$22.6K 0.01% 244
2024
Q1 		$265K Sell
1,378
-27
-2% -$4.88K 0.01% 213
2023
Q4 		$240K Buy
+1,405
New +$203K 0.01% 175
2022
Q2 		– Sell
-1,915
Closed -$213K – 153
2022
Q1 		$213K Buy
1,915
+170
+10% +$20.9K 0.02% 153
2021
Q4 		$237K Buy
+1,745
New +$254K 0.02% 161

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

Journey Strategic Wealth's EVR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Evercore (EVR) stake by 8.2% in Q1 2026, buying an estimated $54K and bringing the position to 2,189 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #278.

Journey Strategic Wealth first reported a position in EVR in Q4 2021 and has held it in 12 quarters since. The position peaked at $689K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Journey Strategic Wealth held 2,189 shares of Evercore worth $653K as of Q1 2026.
  • Journey Strategic Wealth bought 165 Evercore shares in Q1 2026, an estimated $54K.
  • Evercore made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #278 holding.
  • Journey Strategic Wealth first reported a position in Evercore in Q4 2021 and has held it in 12 quarters since.
  • Journey Strategic Wealth's Evercore position peaked at $689K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.