KFSC
EVR icon

Keystone Financial Services (Colorado)’s Evercore EVR Stock Holding History

Keystone Financial Services (Colorado)’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
-652
Closed -$222K – 129
2025
Q4 		$222K Sell
652
-7
-1% -$2.25K 0.07% 106
2025
Q3 		$222K Buy
+659
New +$207K 0.07% 114

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

Keystone Financial Services (Colorado)'s EVR Position: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of Evercore (EVR) in Q1 2026, closing a stake of 652 shares — an estimated $222K sold.

Keystone Financial Services (Colorado) first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Keystone Financial Services (Colorado) reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 652 Evercore shares in Q1 2026, an estimated $222K.
  • Keystone Financial Services (Colorado) first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
  • Keystone Financial Services (Colorado)'s Evercore position peaked at $222K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.