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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
Q2 		$802K Buy
2,348
+839
+56% +$287K ﹤0.01% 1809
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 $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

NewEdge Advisors's EVR Position: Q2 2026 in Review

NewEdge Advisors increased its Evercore (EVR) stake by 56% in Q2 2026, buying an estimated $287K and bringing the position to 2,348 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

NewEdge Advisors first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • NewEdge Advisors held 2,348 shares of Evercore worth $802K as of Q2 2026.
  • NewEdge Advisors bought 839 Evercore shares in Q2 2026, an estimated $287K.
  • Evercore made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1809 holding.
  • NewEdge Advisors first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.