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Mutual Advisors’s Evercore EVR Stock Holding History

Mutual 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
Q1 		– Sell
-634
Closed -$216K – 1353
2025
Q4 		$216K Sell
634
-61
-9% -$19.6K ﹤0.01% 1229
2025
Q3 		$221K Buy
+695
New +$218K ﹤0.01% 1189
2025
Q2 		– Sell
-1,605
Closed -$317K – 1181
2025
Q1 		$317K Sell
1,605
-82
-5% -$20.4K 0.01% 888
2024
Q4 		$471K Buy
+1,687
New +$478K 0.01% 719

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

Mutual Advisors's EVR Position: Q1 2026 in Review

Mutual Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 634 shares — an estimated $216K sold.

Mutual Advisors first reported a position in EVR in Q4 2024 and held it in 4 quarters. The position peaked at $471K in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Mutual Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 634 Evercore shares in Q1 2026, an estimated $216K.
  • Mutual Advisors first reported a position in Evercore in Q4 2024 and held it in 4 quarters.
  • Mutual Advisors's Evercore position peaked at $471K in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.