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MCF Advisors’s Evercore EVR Stock Holding History

MCF 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
Q2 		– Sell
-6
Closed -$1.79K – 1425
2026
Q1 		$1.79K Buy
+6
New +$1.97K ﹤0.01% 1210
2025
Q2 		– Sell
-75
Closed -$15K – 916
2025
Q1 		$15K Sell
75
-95
-56% -$23.7K ﹤0.01% 598
2024
Q4 		$47.1K Hold
170
– – ﹤0.01% 416
2024
Q3 		$43.1K Buy
170
+75
+79% +$17.9K ﹤0.01% 421
2024
Q2 		$19.8K Hold
95
– – ﹤0.01% 539
2024
Q1 		$18.3K Hold
95
– – ﹤0.01% 547
2023
Q4 		$16.3K Hold
95
– – ﹤0.01% 537
2023
Q3 		$13.1K Sell
95
-21
-18% -$2.85K ﹤0.01% 544
2023
Q2 		$14.3K Buy
116
+95
+452% +$10.9K ﹤0.01% 520
2023
Q1 		$2.42K Hold
21
– – ﹤0.01% 689
2022
Q4 		$2.29K Hold
21
– – ﹤0.01% 668
2022
Q3 		$2K Hold
21
– – ﹤0.01% 674
2022
Q2 		$2K Buy
+21
New +$2.24K ﹤0.01% 620

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

MCF Advisors's EVR Position: Q2 2026 in Review

MCF Advisors sold out of Evercore (EVR) in Q2 2026, closing a stake of 6 shares — an estimated $1.79K sold.

MCF Advisors first reported a position in EVR in Q2 2022 and held it in 13 quarters. The position peaked at $47.1K in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • MCF Advisors reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • MCF Advisors sold 6 Evercore shares in Q2 2026, an estimated $1.79K.
  • MCF Advisors first reported a position in Evercore in Q2 2022 and held it in 13 quarters.
  • MCF Advisors's Evercore position peaked at $47.1K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.