Krilogy Financial
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
Q3 		$714K Sell
2,621
-2,041
-44% -$621K 0.02% 537
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

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Braun Stacey Associates
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Principal Financial Group
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ProShare Advisors
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Leeward Investments
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Channing Capital Management
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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Krilogy Financial's EVR Position: Q3 2026 in Review

Krilogy Financial reduced its Evercore (EVR) stake by 44% in Q3 2026, selling an estimated $621K and leaving 2,621 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #537.

Krilogy Financial first reported a position in EVR in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.59M in Q2 2026. 205 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Krilogy Financial held 2,621 shares of Evercore worth $714K as of Q3 2026.
  • Krilogy Financial sold 2,041 Evercore shares in Q3 2026, an estimated $621K.
  • Evercore made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #537 holding.
  • Krilogy Financial first reported a position in Evercore in Q3 2018 and has held it in 6 quarters since.
  • Krilogy Financial's Evercore position peaked at $1.59M in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.