NWAG
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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Net Worth Advisory Group's EVR Position: Q2 2026 in Review

Net Worth Advisory Group increased its Evercore (EVR) stake by 1.5% in Q2 2026, buying an estimated $9.24K and bringing the position to 1,849 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #148.

Net Worth Advisory Group first reported a position in EVR in Q3 2024 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Net Worth Advisory Group held 1,849 shares of Evercore worth $631K as of Q2 2026.
  • Net Worth Advisory Group bought 27 Evercore shares in Q2 2026, an estimated $9.24K.
  • Evercore made up 0.16% of Net Worth Advisory Group's portfolio in Q2 2026, its #148 holding.
  • Net Worth Advisory Group first reported a position in Evercore in Q3 2024 and has held it in 8 quarters since.
  • 98 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.