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Parcion Private Wealth’s Evercore EVR Stock Holding History

Parcion Private Wealth’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 		$254K Buy
850
+13
+2% +$4.26K 0.02% 370
2025
Q4 		$285K Buy
837
+36
+4% +$11.6K 0.02% 333
2025
Q3 		$270K Buy
+801
New +$251K 0.02% 297

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

Parcion Private Wealth's EVR Position: Q1 2026 in Review

Parcion Private Wealth increased its Evercore (EVR) stake by 1.6% in Q1 2026, buying an estimated $4.26K and bringing the position to 850 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #370.

Parcion Private Wealth first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $285K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Parcion Private Wealth held 850 shares of Evercore worth $254K as of Q1 2026.
  • Parcion Private Wealth bought 13 Evercore shares in Q1 2026, an estimated $4.26K.
  • Evercore made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #370 holding.
  • Parcion Private Wealth first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Parcion Private Wealth's Evercore position peaked at $285K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.