LPL Financial
EVR icon

LPL Financial’s Evercore EVR Stock Holding History

LPL 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 		$4.95M Sell
14,504
-11,770
-45% -$4.03M ﹤0.01% 2810
2026
Q1 		$7.84M Buy
26,274
+3,087
+13% +$1.01M ﹤0.01% 2210
2025
Q4 		$7.89M Buy
23,187
+994
+4% +$319K ﹤0.01% 2132
2025
Q3 		$7.49M Buy
22,193
+12,400
+127% +$3.89M ﹤0.01% 2142
2025
Q2 		$2.64M Sell
9,793
-22,822
-70% -$5.02M ﹤0.01% 2863
2025
Q1 		$6.51M Buy
32,615
+402
+1% +$100K ﹤0.01% 1929
2024
Q4 		$8.93M Buy
32,213
+13,957
+76% +$3.95M ﹤0.01% 1629
2024
Q3 		$4.63M Buy
18,256
+9,724
+114% +$2.31M ﹤0.01% 2063
2024
Q2 		$1.78M Buy
8,532
+137
+2% +$26.7K ﹤0.01% 2708
2024
Q1 		$1.62M Buy
8,395
+4,315
+106% +$781K ﹤0.01% 2731
2023
Q4 		$698K Buy
4,080
+441
+12% +$63.8K ﹤0.01% 3375
2023
Q3 		$502K Buy
3,639
+220
+6% +$29.9K ﹤0.01% 3483
2023
Q2 		$423K Sell
3,419
-415
-11% -$47.7K ﹤0.01% 3575
2023
Q1 		$442K Buy
3,834
+161
+4% +$20K ﹤0.01% 3435
2022
Q4 		$401K Buy
3,673
+319
+10% +$33.3K ﹤0.01% 3443
2022
Q3 		$276K Sell
3,354
-238
-7% -$22.5K ﹤0.01% 3666
2022
Q2 		$336K Sell
3,592
-1,403
-28% -$149K ﹤0.01% 3542
2022
Q1 		$556K Sell
4,995
-365
-7% -$44.9K ﹤0.01% 3116
2021
Q4 		$728K Buy
5,360
+190
+4% +$27.7K ﹤0.01% 2946
2021
Q3 		$691K Buy
5,170
+984
+24% +$134K ﹤0.01% 2917
2021
Q2 		$589K Buy
4,186
+784
+23% +$110K ﹤0.01% 3016
2021
Q1 		$448K Sell
3,402
-961
-22% -$117K ﹤0.01% 3116
2020
Q4 		$478K Buy
+4,363
New +$388K ﹤0.01% 2800
2020
Q3 		– Sell
-4,272
Closed -$252K – 3576
2020
Q2 		$252K Sell
4,272
-1,883
-31% -$102K ﹤0.01% 2963
2020
Q1 		$284K Sell
6,155
-6,035
-50% -$404K ﹤0.01% 2542
2019
Q4 		$911K Buy
12,190
+782
+7% +$59.6K ﹤0.01% 1910
2019
Q3 		$914K Sell
11,408
-1,450
-11% -$120K ﹤0.01% 1811
2019
Q2 		$1.14M Sell
12,858
-397
-3% -$35.3K ﹤0.01% 1637
2019
Q1 		$1.21M Sell
13,255
-3,724
-22% -$327K ﹤0.01% 1532
2018
Q4 		$1.22M Sell
16,979
-2,516
-13% -$207K ﹤0.01% 1384
2018
Q3 		$1.96M Buy
19,495
+1,955
+11% +$211K ﹤0.01% 1193
2018
Q2 		$1.85M Sell
17,540
-6,366
-27% -$656K ﹤0.01% 1194
2018
Q1 		$2.08M Buy
23,906
+6,446
+37% +$607K 0.01% 1093
2017
Q4 		$1.57M Sell
17,460
-1,370
-7% -$114K ﹤0.01% 1226
2017
Q3 		$1.51M Sell
18,830
-12,954
-41% -$974K 0.01% 1151
2017
Q2 		$2.24M Buy
31,784
+10,205
+47% +$742K 0.01% 865
2017
Q1 		$1.64M Sell
21,579
-500
-2% -$38.8K 0.01% 947
2016
Q4 		$1.54M Sell
22,079
-152
-0.7% -$9.35K 0.01% 932
2016
Q3 		$1.14M Sell
22,231
-2,427
-10% -$122K 0.01% 1095
2016
Q2 		$1.08M Sell
24,658
-26,246
-52% -$1.31M 0.01% 1118
2016
Q1 		$2.48M Sell
50,904
-3,350
-6% -$160K 0.01% 1072
2015
Q4 		$2.85M Buy
54,254
+24,548
+83% +$1.33M 0.01% 969
2015
Q3 		$1.51M Sell
29,706
-2,335
-7% -$128K 0.01% 983
2015
Q2 		$1.74M Sell
32,041
-2,138
-6% -$109K 0.01% 993
2015
Q1 		$1.74M Sell
34,179
-1,866
-5% -$94.8K 0.01% 985
2014
Q4 		$1.89M Sell
36,045
-2,105
-6% -$105K 0.01% 923
2014
Q3 		$1.75M Buy
38,150
+1,217
+3% +$63K 0.01% 922
2014
Q2 		$2.13M Sell
36,933
-830
-2% -$45.5K 0.01% 846
2014
Q1 		$2.09M Sell
37,763
-8,613
-19% -$493K 0.01% 813
2013
Q4 		$2.77M Buy
46,376
+1,903
+4% +$101K 0.02% 669
2013
Q3 		$2.19M Buy
44,473
+5,777
+15% +$266K 0.01% 734
2013
Q2 		$1.52M Buy
+38,696
New +$1.5M 0.01% 871

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

LPL Financial's EVR Position: Q2 2026 in Review

LPL Financial reduced its Evercore (EVR) stake by 45% in Q2 2026, selling an estimated $4.03M and leaving 14,504 shares worth $4.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

LPL Financial first reported a position in EVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.93M in Q4 2024. 384 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • LPL Financial held 14,504 shares of Evercore worth $4.95M as of Q2 2026.
  • LPL Financial sold 11,770 Evercore shares in Q2 2026, an estimated $4.03M.
  • Evercore made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2810 holding.
  • LPL Financial first reported a position in Evercore in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Evercore position peaked at $8.93M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.