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Nations Financial Group’s Evercore EVR Stock Holding History

Nations 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 		$1.77M Buy
5,173
+71
+1% +$24.3K 0.08% 247
2026
Q1 		$1.52M Buy
5,102
+342
+7% +$112K 0.08% 262
2025
Q4 		$1.62M Buy
4,760
+26
+0.5% +$8.36K 0.09% 238
2025
Q3 		$1.6M Buy
4,734
+22
+0.5% +$6.89K 0.1% 230
2025
Q2 		$1.27M Sell
4,712
-2,854
-38% -$628K 0.09% 245
2025
Q1 		$1.51M Buy
7,566
+235
+3% +$58.5K 0.12% 203
2024
Q4 		$2.03M Buy
7,331
+175
+2% +$49.6K 0.15% 171
2024
Q3 		$1.81M Buy
7,156
+314
+5% +$74.7K 0.13% 183
2024
Q2 		$1.43M Buy
6,842
+11
+0.2% +$2.14K 0.12% 195
2024
Q1 		$1.32M Buy
6,831
+1,036
+18% +$187K 0.11% 210
2023
Q4 		$991K Buy
5,795
+80
+1% +$11.6K 0.09% 245
2023
Q3 		$788K Buy
5,715
+264
+5% +$35.8K 0.08% 268
2023
Q2 		$674K Buy
5,451
+17
+0.3% +$1.96K 0.07% 314
2023
Q1 		$627K Buy
5,434
+213
+4% +$26.5K 0.07% 313
2022
Q4 		$570K Sell
5,221
-9,425
-64% -$984K 0.06% 326
2022
Q3 		$1.21M Sell
14,646
-102
-0.7% -$9.65K 0.17% 144
2022
Q2 		$1.38M Buy
14,748
+380
+3% +$40.5K 0.19% 138
2022
Q1 		$1.6M Sell
14,368
-1,601
-10% -$197K 0.19% 128
2021
Q4 		$2.17M Buy
15,969
+532
+3% +$77.6K 0.29% 83
2021
Q3 		$2.06M Buy
15,437
+768
+5% +$104K 0.31% 72
2021
Q2 		$2.06M Buy
+14,669
New +$2.05M 0.35% 70

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Nations Financial Group increased its Evercore (EVR) stake by 1.4% in Q2 2026, buying an estimated $24.3K and bringing the position to 5,173 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #247.

Nations Financial Group first reported a position in EVR in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.17M in Q4 2021. 141 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Nations Financial Group held 5,173 shares of Evercore worth $1.77M as of Q2 2026.
  • Nations Financial Group bought 71 Evercore shares in Q2 2026, an estimated $24.3K.
  • Evercore made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #247 holding.
  • Nations Financial Group first reported a position in Evercore in Q2 2021 and has held it in 21 quarters since.
  • Nations Financial Group's Evercore position peaked at $2.17M in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.