Net Worth Advisory Group
EVR icon

Net Worth Advisory Group’s Evercore EVR Stock Holding History

Net Worth Advisory 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
Q3 		$404K Sell
1,558
-291
-16% -$88.5K 0.1% 206
2026
Q2 		$631K Buy
1,849
+27
+1% +$9.24K 0.16% 148
2026
Q1 		$544K Buy
1,822
+170
+10% +$55.7K 0.11% 188
2025
Q4 		$562K Buy
1,652
+318
+24% +$102K 0.11% 187
2025
Q3 		$450K Sell
1,334
-71
-5% -$22.2K 0.13% 177
2025
Q2 		$379K Buy
1,405
+149
+12% +$32.8K 0.08% 244
2025
Q1 		$251K Sell
1,256
-33
-3% -$8.22K 0.08% 297
2024
Q4 		$357K Sell
1,289
-2
-0.2% -$567 0.11% 217
2024
Q3 		$327K Buy
+1,291
New +$307K 0.1% 246

Other funds holding EVR

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Net Worth Advisory Group's EVR Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Evercore (EVR) stake by 16% in Q3 2026, selling an estimated $88.5K and leaving 1,558 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #206.

Net Worth Advisory Group first reported a position in EVR in Q3 2024 and has held it in 9 quarters since. The position peaked at $631K in Q2 2026. 100 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Net Worth Advisory Group held 1,558 shares of Evercore worth $404K as of Q3 2026.
  • Net Worth Advisory Group sold 291 Evercore shares in Q3 2026, an estimated $88.5K.
  • Evercore made up 0.1% of Net Worth Advisory Group's portfolio in Q3 2026, its #206 holding.
  • Net Worth Advisory Group first reported a position in Evercore in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Evercore position peaked at $631K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.