MAS
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Meeder Advisory Services’s Evercore EVR Stock Holding History

Meeder Advisory Services’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 		$290K Buy
971
+99
+11% +$32.4K 0.01% 528
2025
Q4 		$297K Buy
872
+128
+17% +$41.1K 0.01% 530
2025
Q3 		$251K Buy
+744
New +$233K 0.01% 532

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

Meeder Advisory Services's EVR Position: Q1 2026 in Review

Meeder Advisory Services increased its Evercore (EVR) stake by 11% in Q1 2026, buying an estimated $32.4K and bringing the position to 971 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #528.

Meeder Advisory Services first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Meeder Advisory Services held 971 shares of Evercore worth $290K as of Q1 2026.
  • Meeder Advisory Services bought 99 Evercore shares in Q1 2026, an estimated $32.4K.
  • Evercore made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #528 holding.
  • Meeder Advisory Services first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Meeder Advisory Services's Evercore position peaked at $297K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.