KFAS
EVR icon

Keating Financial Advisory Services’s Evercore EVR Stock Holding History

Keating Financial Advisory Services’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 		$45.8K Buy
134
+38
+40% +$13K 0.01% 701
2026
Q1 		$28.7K Sell
96
-10
-9% -$3.27K ﹤0.01% 777
2025
Q4 		$36.1K Buy
+106
New +$34.1K ﹤0.01% 738

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

Keating Financial Advisory Services's EVR Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Evercore (EVR) stake by 40% in Q2 2026, buying an estimated $13K and bringing the position to 134 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #701.

Keating Financial Advisory Services first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Keating Financial Advisory Services held 134 shares of Evercore worth $45.8K as of Q2 2026.
  • Keating Financial Advisory Services bought 38 Evercore shares in Q2 2026, an estimated $13K.
  • Evercore made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #701 holding.
  • Keating Financial Advisory Services first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.