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New Age Alpha Advisors’s Evercore EVR Stock Holding History

New Age Alpha Advisors’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
Q1 		$1.64M Sell
5,500
-115
-2% -$37.7K 0.08% 335
2025
Q4 		$1.91M Sell
5,615
-1,936
-26% -$622K 0.08% 323
2025
Q3 		$2.55M Sell
7,551
-222
-3% -$69.6K 0.11% 260
2025
Q2 		$2.1M Buy
7,773
+586
+8% +$129K 0.09% 302
2025
Q1 		$1.44M Buy
7,187
+168
+2% +$41.9K 0.06% 375
2024
Q4 		$1.95M Buy
+7,019
New +$1.99M 0.08% 324

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Age Alpha Advisors's EVR Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Evercore (EVR) stake by 2% in Q1 2026, selling an estimated $37.7K and leaving 5,500 shares worth $1.64M. The position accounts for 0.08% of the portfolio, ranked #335.

New Age Alpha Advisors first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • New Age Alpha Advisors held 5,500 shares of Evercore worth $1.64M as of Q1 2026.
  • New Age Alpha Advisors sold 115 Evercore shares in Q1 2026, an estimated $37.7K.
  • Evercore made up 0.08% of New Age Alpha Advisors's portfolio in Q1 2026, its #335 holding.
  • New Age Alpha Advisors first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Evercore position peaked at $2.55M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.