MFG
EVR icon

Merit Financial Group’s Evercore EVR Stock Holding History

Merit Financial Group’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 		$2.44M Buy
7,157
+2,451
+52% +$839K 0.01% 667
2026
Q1 		$1.4M Buy
4,706
+957
+26% +$313K 0.01% 837
2025
Q4 		$1.28M Buy
3,749
+22
+0.6% +$7.07K 0.01% 827
2025
Q3 		$1.26M Buy
3,727
+644
+21% +$202K 0.01% 747
2025
Q2 		$832K Buy
3,083
+26
+0.9% +$5.72K 0.01% 875
2025
Q1 		$611K Buy
3,057
+2,183
+250% +$544K 0.01% 846
2024
Q4 		$242K Buy
+874
New +$248K ﹤0.01% 1016

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

Merit Financial Group's EVR Position: Q2 2026 in Review

Merit Financial Group increased its Evercore (EVR) stake by 52% in Q2 2026, buying an estimated $839K and bringing the position to 7,157 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #667.

Merit Financial Group first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Merit Financial Group held 7,157 shares of Evercore worth $2.44M as of Q2 2026.
  • Merit Financial Group bought 2,451 Evercore shares in Q2 2026, an estimated $839K.
  • Evercore made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #667 holding.
  • Merit Financial Group first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.