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EVR icon

NewEdge Advisors’s Evercore EVR Stock Holding History

NewEdge 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 		$450K Sell
1,509
-231
-13% -$75.6K ﹤0.01% 2079
2025
Q4 		$592K Buy
1,740
+778
+81% +$250K ﹤0.01% 1850
2025
Q3 		$325K Buy
962
+902
+1,503% +$283K ﹤0.01% 2125
2025
Q2 		$16.3K Sell
60
-290
-83% -$63.8K ﹤0.01% 3025
2025
Q1 		$69.8K Sell
350
-798
-70% -$199K ﹤0.01% 2421
2024
Q4 		$318K Buy
1,148
+837
+269% +$237K ﹤0.01% 1844
2024
Q3 		$78.7K Sell
311
-27
-8% -$6.43K ﹤0.01% 2274
2024
Q2 		$70.5K Sell
338
-32
-9% -$6.23K ﹤0.01% 2223
2024
Q1 		$71.3K Buy
370
+227
+159% +$41.1K ﹤0.01% 2181
2023
Q4 		$24.4K Buy
143
+64
+81% +$9.27K ﹤0.01% 2498
2023
Q3 		$10.9K Buy
79
+74
+1,480% +$10K ﹤0.01% 2545
2023
Q2 		$649 Hold
5
– – ﹤0.01% 3296
2023
Q1 		$602 Sell
5
-322
-98% -$40K ﹤0.01% 3222
2022
Q4 		$35.2K Buy
+327
New +$34.1K ﹤0.01% 1874

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

NewEdge Advisors's EVR Position: Q1 2026 in Review

NewEdge Advisors reduced its Evercore (EVR) stake by 13% in Q1 2026, selling an estimated $75.6K and leaving 1,509 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

NewEdge Advisors first reported a position in EVR in Q4 2022 and has held it in 14 quarters since. The position peaked at $592K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • NewEdge Advisors held 1,509 shares of Evercore worth $450K as of Q1 2026.
  • NewEdge Advisors sold 231 Evercore shares in Q1 2026, an estimated $75.6K.
  • Evercore made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2079 holding.
  • NewEdge Advisors first reported a position in Evercore in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Evercore position peaked at $592K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.