MOS
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MGO One Seven’s Evercore EVR Stock Holding History

MGO One Seven’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 		$781K Sell
2,617
-53
-2% -$17.4K 0.02% 751
2025
Q4 		$908K Buy
2,670
+569
+27% +$183K 0.02% 666
2025
Q3 		$709K Buy
+2,101
New +$658K 0.02% 686
2025
Q1 		– Sell
-4,414
Closed -$1.22M – 1121
2024
Q4 		$1.22M Buy
+4,414
New +$1.25M 0.05% 390
2024
Q1 		– Sell
-3,330
Closed -$570K – 922
2023
Q4 		$570K Sell
3,330
-217
-6% -$31.4K 0.03% 472
2023
Q3 		$489K Sell
3,547
-31
-0.9% -$4.21K 0.04% 446
2023
Q2 		$442K Buy
3,578
+14
+0.4% +$1.61K 0.04% 454
2023
Q1 		$411K Sell
3,564
-262
-7% -$32.6K 0.03% 540
2022
Q4 		$417K Sell
3,826
-3
-0.1% -$313 0.04% 454
2022
Q3 		$314 Sell
3,829
-45
-1% -$4.25K 0.01% 525
2022
Q2 		$363K Sell
3,874
-22
-0.6% -$2.34K 0.05% 405
2022
Q1 		$434K Sell
3,896
-17
-0.4% -$2.09K 0.05% 403
2021
Q4 		$532K Buy
3,913
+693
+22% +$101K 0.06% 367
2021
Q3 		$489K Sell
3,220
-1,047
-25% -$142K 0.06% 346
2021
Q2 		$601K Sell
4,267
-26
-0.6% -$3.63K 0.08% 289
2021
Q1 		$565K Sell
4,293
-18
-0.4% -$2.2K 0.1% 268
2020
Q4 		$473K Buy
+4,311
New +$384K 0.1% 271
2019
Q1 		– Sell
-53
Closed -$3K – 771
2018
Q4 		$3K Buy
+53
New +$4.35K ﹤0.01% 1473
2018
Q1 		$5K Hold
53
– – ﹤0.01% 1296
2017
Q4 		$5K Buy
+53
New +$4.42K ﹤0.01% 1300

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

MGO One Seven's EVR Position: Q1 2026 in Review

MGO One Seven reduced its Evercore (EVR) stake by 2% in Q1 2026, selling an estimated $17.4K and leaving 2,617 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #751.

MGO One Seven first reported a position in EVR in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.22M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • MGO One Seven held 2,617 shares of Evercore worth $781K as of Q1 2026.
  • MGO One Seven sold 53 Evercore shares in Q1 2026, an estimated $17.4K.
  • Evercore made up 0.02% of MGO One Seven's portfolio in Q1 2026, its #751 holding.
  • MGO One Seven first reported a position in Evercore in Q4 2017 and has held it in 20 quarters since.
  • MGO One Seven's Evercore position peaked at $1.22M in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.