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Narus Financial Partners’s Evercore EVR Stock Holding History

Narus Financial Partners’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 		$292K Hold
979
– – 0.08% 138
2025
Q4 		$333K Hold
979
– – 0.09% 129
2025
Q3 		$330K Hold
979
– – 0.09% 127
2025
Q2 		$264K Buy
+979
New +$215K 0.08% 123
2025
Q1 		– Sell
-999
Closed -$277K – 152
2024
Q4 		$277K Hold
999
– – 0.09% 123
2024
Q3 		$253K Hold
999
– – 0.09% 129
2024
Q2 		$208K Buy
+999
New +$194K 0.08% 138

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

Narus Financial Partners's EVR Position: Q1 2026 in Review

Narus Financial Partners held its Evercore (EVR) position steady in Q1 2026 at 979 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #138.

Narus Financial Partners first reported a position in EVR in Q2 2024 and has held it in 7 quarters since. The position peaked at $333K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Narus Financial Partners held 979 shares of Evercore worth $292K as of Q1 2026.
  • Narus Financial Partners left its Evercore share count unchanged in Q1 2026.
  • Evercore made up 0.08% of Narus Financial Partners's portfolio in Q1 2026, its #138 holding.
  • Narus Financial Partners first reported a position in Evercore in Q2 2024 and has held it in 7 quarters since.
  • Narus Financial Partners's Evercore position peaked at $333K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.