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 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 $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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's EVR Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Evercore (EVR) stake by 93% in Q1 2026, selling an estimated $3.23M and leaving 710 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Kingsview Wealth Management first reported a position in EVR in Q4 2020 and has held it in 6 quarters since. The position peaked at $3.6M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Kingsview Wealth Management held 710 shares of Evercore worth $212K as of Q1 2026.
Kingsview Wealth Management sold 9,862 Evercore shares in Q1 2026, an estimated $3.23M.
Evercore made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1227 holding.
Kingsview Wealth Management first reported a position in Evercore in Q4 2020 and has held it in 6 quarters since.
Kingsview Wealth Management's Evercore position peaked at $3.6M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.