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NBC Securities’s Evercore EVR Stock Holding History

NBC Securities’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 		$38.2K Buy
112
+10
+10% +$3.42K ﹤0.01% 1391
2026
Q1 		$30.4K Buy
102
+1
+1% +$327 ﹤0.01% 1532
2025
Q4 		$34.4K Hold
101
– – ﹤0.01% 1517
2025
Q3 		$34.1K Sell
101
-17
-14% -$5.33K ﹤0.01% 1488
2025
Q2 		$31K Sell
118
-12
-9% -$2.64K ﹤0.01% 1511
2025
Q1 		$25K Buy
+130
New +$32.4K ﹤0.01% 1393
2024
Q4 		– Sell
-108
Closed -$27K – 1508
2024
Q3 		$27K Hold
108
– – ﹤0.01% 1376
2024
Q2 		$22K Hold
108
– – ﹤0.01% 1416
2024
Q1 		$21K Sell
108
-23
-18% -$4.16K ﹤0.01% 1440
2023
Q4 		$22K Hold
131
– – ﹤0.01% 1441
2023
Q3 		$18K Buy
+131
New +$17.8K ﹤0.01% 1485

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

NBC Securities's EVR Position: Q2 2026 in Review

NBC Securities increased its Evercore (EVR) stake by 9.8% in Q2 2026, buying an estimated $3.42K and bringing the position to 112 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

NBC Securities first reported a position in EVR in Q3 2023 and has held it in 11 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • NBC Securities held 112 shares of Evercore worth $38.2K as of Q2 2026.
  • NBC Securities bought 10 Evercore shares in Q2 2026, an estimated $3.42K.
  • Evercore made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1391 holding.
  • NBC Securities first reported a position in Evercore in Q3 2023 and has held it in 11 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.