Moisand Fitzgerald Tamayo’s Evercore EVR Stock Holding History

Moisand Fitzgerald Tamayo’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	$4.78K	Hold	14	–	–	﹤0.01%	440
2026 Q1	$4.18K	Hold	14	–	–	﹤0.01%	422
2025 Q4	$4.76K	Hold	14	–	–	﹤0.01%	407
2025 Q3	$4.72K	Hold	14	–	–	﹤0.01%	428
2025 Q2	$3.78K	Hold	14	–	–	﹤0.01%	437
2025 Q1	$2.8K	Hold	14	–	–	﹤0.01%	469
2024 Q4	$3.88K	Hold	14	–	–	﹤0.01%	447
2024 Q3	$3.55K	Hold	14	–	–	﹤0.01%	469
2024 Q2	$2.92K	Hold	14	–	–	﹤0.01%	454
2024 Q1	$2.7K	Hold	14	–	–	﹤0.01%	464
2023 Q4	$2.4K	Hold	14	–	–	﹤0.01%	517
2023 Q3	$1.93K	Hold	14	–	–	﹤0.01%	566
2023 Q2	$1.73K	Hold	14	–	–	﹤0.01%	568
2023 Q1	$1.62K	Hold	14	–	–	﹤0.01%	599
2022 Q4	$1.53K	Buy	+14	New	+$1.46K	﹤0.01%	602

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EVR Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Evercore (EVR) position steady in Q2 2026 at 14 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Moisand Fitzgerald Tamayo first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Moisand Fitzgerald Tamayo held 14 shares of Evercore worth $4.78K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #440 holding.
Moisand Fitzgerald Tamayo first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.