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Larson Financial Group’s Evercore EVR Stock Holding History

Larson Financial Group’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 		$52.3K Buy
153
+1
+0.7% +$342 ﹤0.01% 1507
2026
Q1 		$45.4K Buy
152
+111
+271% +$36.3K ﹤0.01% 1412
2025
Q4 		$14K Buy
41
+13
+46% +$4.18K ﹤0.01% 1930
2025
Q3 		$9.46K Buy
28
+26
+1,300% +$8.15K ﹤0.01% 2043
2025
Q2 		$540 Sell
2
-8
-80% -$1.76K ﹤0.01% 2837
2025
Q1 		$2K Buy
+10
New +$2.49K ﹤0.01% 2167
2024
Q3 		– Sell
-74
Closed -$15.4K – 2719
2024
Q2 		$15.4K Buy
+74
New +$14.4K ﹤0.01% 1133
2023
Q2 		– Sell
-89
Closed -$10.3K – 1590
2023
Q1 		$10.3K Hold
89
– – ﹤0.01% 920
2022
Q4 		$9.67K Buy
89
+1
+1% +$104 ﹤0.01% 866
2022
Q3 		$7K Buy
88
+1
+1% +$95 ﹤0.01% 870
2022
Q2 		$8K Hold
87
– – ﹤0.01% 774
2022
Q1 		$10K Buy
87
+1
+1% +$123 ﹤0.01% 653
2021
Q4 		$12K Hold
86
– – ﹤0.01% 630
2021
Q3 		$11K Buy
86
+1
+1% +$136 ﹤0.01% 571
2021
Q2 		$12K Hold
85
– – ﹤0.01% 517
2021
Q1 		$11K Buy
+85
New +$10.4K ﹤0.01% 518

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

Larson Financial Group's EVR Position: Q2 2026 in Review

Larson Financial Group increased its Evercore (EVR) stake by 0.66% in Q2 2026, buying an estimated $342 and bringing the position to 153 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Larson Financial Group first reported a position in EVR in Q1 2021 and has held it in 16 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Larson Financial Group held 153 shares of Evercore worth $52.3K as of Q2 2026.
  • Larson Financial Group bought 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1507 holding.
  • Larson Financial Group first reported a position in Evercore in Q1 2021 and has held it in 16 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.