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Legacy Wealth Asset Management’s Evercore EVR Stock Holding History

Legacy Wealth Asset 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
Q3 		$892K Sell
3,464
-57
-2% -$17.3K 0.2% 149
2026
Q2 		$1.2M Sell
3,521
-150
-4% -$51.3K 0.26% 100
2026
Q1 		$1.1M Sell
3,671
-135
-4% -$44.2K 0.27% 105
2025
Q4 		$1.29M Sell
3,806
-7
-0.2% -$2.25K 0.32% 84
2025
Q3 		$1.29M Sell
3,813
-877
-19% -$275K 0.31% 88
2025
Q2 		$1.27M Buy
4,690
+170
+4% +$37.4K 0.32% 81
2025
Q1 		$903K Sell
4,520
-171
-4% -$42.6K 0.25% 103
2024
Q4 		$1.3M Sell
4,691
-426
-8% -$121K 0.35% 70
2024
Q3 		$1.3M Sell
5,117
-36
-0.7% -$8.57K 0.35% 79
2024
Q2 		$1.07M Sell
5,153
-8
-0.2% -$1.56K 0.3% 90
2024
Q1 		$994K Sell
5,161
-15
-0.3% -$2.71K 0.28% 100
2023
Q4 		$885K Sell
5,176
-592
-10% -$85.7K 0.29% 102
2023
Q3 		$795K Sell
5,768
-75
-1% -$10.2K 0.29% 106
2023
Q2 		$722K Sell
5,843
-104
-2% -$12K 0.25% 120
2023
Q1 		$686K Sell
5,947
-704
-11% -$87.5K 0.25% 134
2022
Q4 		$725K Sell
6,651
-35
-0.5% -$3.65K 0.28% 123
2022
Q3 		$550K Sell
6,686
-66
-1% -$6.24K 0.24% 149
2022
Q2 		$632K Buy
6,752
+218
+3% +$23.2K 0.26% 147
2022
Q1 		$727K Buy
6,534
+246
+4% +$30.3K 0.26% 152
2021
Q4 		$854K Buy
6,288
+305
+5% +$44.5K 0.29% 136
2021
Q3 		$800K Buy
5,983
+830
+16% +$113K 0.37% 105
2021
Q2 		$725K Sell
5,153
-589
-10% -$82.3K 0.32% 129
2021
Q1 		$756K Buy
5,742
+23
+0.4% +$2.81K 0.35% 113
2020
Q4 		$627K Buy
+5,719
New +$509K 0.32% 131

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's EVR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Evercore (EVR) stake by 1.6% in Q3 2026, selling an estimated $17.3K and leaving 3,464 shares worth $892K. The position accounts for 0.2% of the portfolio, ranked #149.

Legacy Wealth Asset Management first reported a position in EVR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.3M in Q4 2024. 17 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Legacy Wealth Asset Management held 3,464 shares of Evercore worth $892K as of Q3 2026.
  • Legacy Wealth Asset Management sold 57 Evercore shares in Q3 2026, an estimated $17.3K.
  • Evercore made up 0.2% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #149 holding.
  • Legacy Wealth Asset Management first reported a position in Evercore in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Evercore position peaked at $1.3M in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.