Key Financial Inc’s Evercore EVR Stock Holding History

Key Financial Inc’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	$46.8K	Hold	137	–	–	0.01%	550
2026 Q1	$40.9K	Hold	137	–	–	0.01%	568
2025 Q4	$46.6K	Hold	137	–	–	0.01%	535
2025 Q3	$45.3K	Sell	137 -15	-10%	-$4.7K	0.01%	542
2025 Q2	$41K	Hold	152	–	–	0.01%	540
2025 Q1	$30.4K	Hold	152	–	–	0.01%	572
2024 Q4	$42.1K	Hold	152	–	–	0.01%	504
2024 Q3	$38.5K	Hold	152	–	–	0.01%	523
2024 Q2	$31.7K	Hold	152	–	–	0.01%	551
2024 Q1	$29.3K	Hold	152	–	–	0.01%	538
2023 Q4	$26K	Hold	152	–	–	0.01%	536
2023 Q3	$21K	Hold	152	–	–	0.01%	556
2023 Q2	$18.8K	Hold	152	–	–	0.01%	590
2023 Q1	$17.5K	Hold	152	–	–	0.01%	571
2022 Q4	$12.5K	Hold	152	–	–	0.01%	580
2022 Q3	$13K	Hold	152	–	–	0.01%	573
2022 Q2	$14K	Hold	152	–	–	0.01%	563
2022 Q1	$17K	Buy	152 +77	+103%	+$9.47K	0.01%	523
2021 Q4	$10K	Hold	75	–	–	0.01%	589
2021 Q3	$10K	Hold	75	–	–	0.01%	574
2021 Q2	$10K	Hold	75	–	–	0.01%	567
2021 Q1	$10K	Hold	75	–	–	0.01%	485
2020 Q4	$8K	Buy	+75	New	+$6.67K	0.01%	485
2020 Q2	–	Sell	-75	Closed	-$4K	–	258
2020 Q1	$4K	Buy	+75	New	+$5.02K	﹤0.01%	524

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Key Financial Inc's EVR Position: Q2 2026 in Review

Key Financial Inc held its Evercore (EVR) position steady in Q2 2026 at 137 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #550.

Key Financial Inc first reported a position in EVR in Q1 2020 and has held it in 24 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Key Financial Inc held 137 shares of Evercore worth $46.8K as of Q2 2026.
Key Financial Inc left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #550 holding.
Key Financial Inc first reported a position in Evercore in Q1 2020 and has held it in 24 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.