Kestra Advisory Services’s Evercore EVR Stock Holding History

Kestra 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 Q1	–	Sell	-159	Closed	-$54.2K	–	3508
2025 Q4	$54.2K	Buy	+159	New	+$51.1K	﹤0.01%	3885
2021 Q3	–	Sell	-1,683	Closed	-$237K	–	2129
2021 Q2	$237K	Sell	1,683 -83	-5%	-$11.6K	﹤0.01%	1741
2021 Q1	$233K	Buy	+1,766	New	+$216K	﹤0.01%	1623

Other funds holding EVR

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Advisory Services's EVR Position: Q1 2026 in Review

Kestra Advisory Services sold out of Evercore (EVR) in Q1 2026, closing a stake of 159 shares — an estimated $54.2K sold.

Kestra Advisory Services first reported a position in EVR in Q1 2021 and held it in 3 quarters. The position peaked at $237K in Q2 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Kestra Advisory Services reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 159 Evercore shares in Q1 2026, an estimated $54.2K.
Kestra Advisory Services first reported a position in Evercore in Q1 2021 and held it in 3 quarters.
Kestra Advisory Services's Evercore position peaked at $237K in Q2 2021.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.