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Opal Wealth Advisors’s Evercore EVR Stock Holding History

Opal Wealth 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 		$29.3K Buy
+98
New +$32.1K 0.01% 512
2025
Q3 		– Sell
-99
Closed -$26.7K – 319
2025
Q2 		$26.7K Buy
+99
New +$21.8K 0.01% 497
2024
Q3 		– Sell
-242
Closed -$50.4K – 514
2024
Q2 		$50.4K Buy
+242
New +$47.1K 0.02% 357

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

Opal Wealth Advisors's EVR Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Evercore (EVR) in Q1 2026: 98 shares worth $29.3K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in EVR as recently as Q2 2025.

Opal Wealth Advisors first reported a position in EVR in Q2 2024 and has held it in 3 quarters since. The position peaked at $50.4K in Q2 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Opal Wealth Advisors held 98 shares of Evercore worth $29.3K as of Q1 2026.
  • Evercore was a new Opal Wealth Advisors position in Q1 2026.
  • Evercore made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #512 holding.
  • Opal Wealth Advisors first reported a position in Evercore in Q2 2024 and has held it in 3 quarters since.
  • Opal Wealth Advisors's Evercore position peaked at $50.4K in Q2 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.