Kingsview Wealth Management’s Evercore EVR Stock Holding History

Kingsview Wealth Management’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	$242K	Hold	710	–	–	﹤0.01%	1283
2026 Q1	$212K	Sell	710 -9,862	-93%	-$3.23M	﹤0.01%	1227
2025 Q4	$3.6M	Buy	10,572 +9,973	+1,665%	+$3.21M	0.05%	343
2025 Q3	$202K	Buy	+599	New	+$188K	﹤0.01%	1142
2023 Q3	–	Sell	-9,272	Closed	-$1.15M	–	954
2023 Q2	$1.15M	Buy	+9,272	New	+$1.07M	0.04%	366
2021 Q3	–	Sell	-8,123	Closed	-$1.15M	–	918
2021 Q2	$1.15M	Buy	+8,123	New	+$1.14M	0.06%	337
2021 Q1	–	Sell	-2,070	Closed	-$227K	–	883
2020 Q4	$227K	Buy	+2,070	New	+$184K	0.02%	612

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

Kingsview Wealth Management's EVR Position: Q2 2026 in Review

Kingsview Wealth Management held its Evercore (EVR) position steady in Q2 2026 at 710 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Kingsview Wealth Management first reported a position in EVR in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.6M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Kingsview Wealth Management held 710 shares of Evercore worth $242K as of Q2 2026.
Kingsview Wealth Management left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1283 holding.
Kingsview Wealth Management first reported a position in Evercore in Q4 2020 and has held it in 7 quarters since.
Kingsview Wealth Management's Evercore position peaked at $3.6M in Q4 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.