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Kestra Private Wealth Services’s Evercore EVR Stock Holding History

Kestra Private Wealth 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 		$566K Buy
+1,895
New +$620K 0.01% 1135
2022
Q2 		– Sell
-1,872
Closed -$208K – 942
2022
Q1 		$208K Sell
1,872
-218
-10% -$26.8K 0.01% 881
2021
Q4 		$284K Buy
2,090
+105
+5% +$15.3K 0.01% 784
2021
Q3 		$265K Sell
1,985
-209
-10% -$28.4K 0.01% 758
2021
Q2 		$309K Buy
+2,194
New +$307K 0.02% 667

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

Kestra Private Wealth Services's EVR Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in Evercore (EVR) in Q1 2026: 1,895 shares worth $566K. The stake represents 0.01% of the portfolio and ranks #1135 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in EVR as recently as Q1 2022.

Kestra Private Wealth Services first reported a position in EVR in Q2 2021 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Kestra Private Wealth Services held 1,895 shares of Evercore worth $566K as of Q1 2026.
  • Evercore was a new Kestra Private Wealth Services position in Q1 2026.
  • Evercore made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1135 holding.
  • Kestra Private Wealth Services first reported a position in Evercore in Q2 2021 and has held it in 5 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.