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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
Q2 		$410K Buy
1,200
+350
+41% +$120K 0.02% 309
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 $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

Parcion Private Wealth's EVR Position: Q2 2026 in Review

Parcion Private Wealth increased its Evercore (EVR) stake by 41% in Q2 2026, buying an estimated $120K and bringing the position to 1,200 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #309.

Parcion Private Wealth first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Parcion Private Wealth held 1,200 shares of Evercore worth $410K as of Q2 2026.
  • Parcion Private Wealth bought 350 Evercore shares in Q2 2026, an estimated $120K.
  • Evercore made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #309 holding.
  • Parcion Private Wealth first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.