KF
EVR icon

Krilogy Financial’s Evercore EVR Stock Holding History

Krilogy Financial’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 		$1.59M Buy
4,662
+1,480
+47% +$506K 0.05% 280
2026
Q1 		$1.14M Buy
3,182
+63
+2% +$20.6K 0.04% 332
2025
Q4 		$1.14M Hold
3,119
– – 0.04% 328
2025
Q3 		$947K Buy
+3,119
New +$977K 0.04% 341
2018
Q4 		– Sell
-1,340
Closed -$135K – 295
2018
Q3 		$135K Buy
+1,340
New +$144K 0.03% 180

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 $3.37T AUM 44.26% 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

Krilogy Financial's EVR Position: Q2 2026 in Review

Krilogy Financial increased its Evercore (EVR) stake by 47% in Q2 2026, buying an estimated $506K and bringing the position to 4,662 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #280.

Krilogy Financial first reported a position in EVR in Q3 2018 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Krilogy Financial held 4,662 shares of Evercore worth $1.59M as of Q2 2026.
  • Krilogy Financial bought 1,480 Evercore shares in Q2 2026, an estimated $506K.
  • Evercore made up 0.05% of Krilogy Financial's portfolio in Q2 2026, its #280 holding.
  • Krilogy Financial first reported a position in Evercore in Q3 2018 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.