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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
Q2 		$653K Buy
1,913
+18
+0.9% +$6.16K 0.01% 1110
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 $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

Kestra Private Wealth Services's EVR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Evercore (EVR) stake by 0.95% in Q2 2026, buying an estimated $6.16K and bringing the position to 1,913 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #1110.

Kestra Private Wealth Services first reported a position in EVR in Q2 2021 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Kestra Private Wealth Services held 1,913 shares of Evercore worth $653K as of Q2 2026.
  • Kestra Private Wealth Services bought 18 Evercore shares in Q2 2026, an estimated $6.16K.
  • Evercore made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1110 holding.
  • Kestra Private Wealth Services first reported a position in Evercore in Q2 2021 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.