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Navigoe Wealth Management’s Evercore EVR Stock Holding History

Navigoe Wealth Management’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 		$5K Buy
16
+3
+23% +$1.03K ﹤0.01% 164
2026
Q1 		$3K Hold
13
– – ﹤0.01% 150
2025
Q4 		$4K Hold
13
– – ﹤0.01% 181
2025
Q3 		$4K Buy
+13
New +$4.07K ﹤0.01% 180

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Navigoe Wealth Management's EVR Position: Q2 2026 in Review

Navigoe Wealth Management increased its Evercore (EVR) stake by 23% in Q2 2026, buying an estimated $1.03K and bringing the position to 16 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Navigoe Wealth Management first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Navigoe Wealth Management held 16 shares of Evercore worth $5K as of Q2 2026.
  • Navigoe Wealth Management bought 3 Evercore shares in Q2 2026, an estimated $1.03K.
  • Evercore made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Navigoe Wealth Management first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.