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Legend Financial Advisors’s Evercore EVR Stock Holding History

Legend Financial Advisors’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 		$961K Buy
3,219
+2
+0.1% +$655 0.62% 23
2025
Q4 		$1.09M Sell
3,217
-29
-0.9% -$9.32K 0.66% 24
2025
Q3 		$1.09M Buy
3,246
+40
+1% +$12.5K 0.67% 23
2025
Q2 		$866K Buy
3,206
+24
+0.8% +$5.28K 0.58% 25
2025
Q1 		$636K Buy
+3,182
New +$793K 0.47% 29

Other funds holding EVR

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legend Financial Advisors's EVR Position: Q1 2026 in Review

Legend Financial Advisors increased its Evercore (EVR) stake by 0.06% in Q1 2026, buying an estimated $655 and bringing the position to 3,219 shares worth $961K. The position accounts for 0.62% of the portfolio, ranked #23.

Legend Financial Advisors first reported a position in EVR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Legend Financial Advisors held 3,219 shares of Evercore worth $961K as of Q1 2026.
  • Legend Financial Advisors bought 2 Evercore shares in Q1 2026, an estimated $655.
  • Evercore made up 0.62% of Legend Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Legend Financial Advisors first reported a position in Evercore in Q1 2025 and has held it in 5 quarters since.
  • Legend Financial Advisors's Evercore position peaked at $1.09M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.