Marshall Financial Group (Maryland)’s Evercore EVR Stock Holding History

Marshall Financial Group (Maryland)’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	$810K	Buy	+2,373	New	+$812K	0.12%	164

Other funds holding EVR

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Marshall Financial Group (Maryland)'s EVR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Evercore (EVR) in Q2 2026: 2,373 shares worth $810K. The stake represents 0.12% of the portfolio and ranks #164 among its holdings.

110 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Marshall Financial Group (Maryland) held 2,373 shares of Evercore worth $810K as of Q2 2026.
Evercore was a new Marshall Financial Group (Maryland) position in Q2 2026.
Evercore made up 0.12% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #164 holding.
110 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.