Optimize Financial’s Evercore EVR Stock Holding History

Optimize Financial’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	–	Sell	-1,436	Closed	-$489K	–	363
2025 Q4	$489K	Buy	1,436 +20	+1%	+$6.43K	0.25%	141
2025 Q3	$478K	Buy	+1,416	New	+$444K	0.25%	123

Other funds holding EVR

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimize Financial's EVR Position: Q1 2026 in Review

Optimize Financial sold out of Evercore (EVR) in Q1 2026, closing a stake of 1,436 shares — an estimated $489K sold.

Optimize Financial first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $489K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Optimize Financial reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 1,436 Evercore shares in Q1 2026, an estimated $489K.
Optimize Financial first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
Optimize Financial's Evercore position peaked at $489K in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.