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PDS Planning’s Evercore EVR Stock Holding History

PDS Planning’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 		$214K Buy
+628
New +$215K 0.01% 551

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

PDS Planning's EVR Position: Q2 2026 in Review

PDS Planning opened a new position in Evercore (EVR) in Q2 2026: 628 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings.

712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • PDS Planning held 628 shares of Evercore worth $214K as of Q2 2026.
  • Evercore was a new PDS Planning position in Q2 2026.
  • Evercore made up 0.01% of PDS Planning's portfolio in Q2 2026, its #551 holding.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.