Pinnacle Wealth Planning Services’s Evercore EVR Stock Holding History

Pinnacle Wealth Planning Services’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	$36.7K	Buy	123 +2	+2%	+$655	﹤0.01%	1366
2025 Q4	$41.2K	Buy	+121	New	+$38.9K	﹤0.01%	1334
2025 Q2	–	Sell	-1,098	Closed	-$219K	–	465
2025 Q1	$219K	Buy	1,098 +39	+4%	+$9.72K	0.03%	335
2024 Q4	$294K	Sell	1,059 -3	-0.3%	-$850	0.04%	253
2024 Q3	$269K	Sell	1,062 -158	-13%	-$37.6K	0.04%	338
2024 Q2	$254K	Hold	1,220	–	–	0.04%	335
2024 Q1	$235K	Buy	1,220 +32	+3%	+$5.79K	0.03%	374
2023 Q4	$203K	Buy	+1,188	New	+$172K	0.03%	406
2022 Q1	–	Sell	-1,497	Closed	-$203K	–	453
2021 Q4	$203K	Sell	1,497 -6	-0.4%	-$875	0.04%	367
2021 Q3	$201K	Buy	1,503 +36	+2%	+$4.89K	0.04%	332
2021 Q2	$207K	Buy	+1,467	New	+$205K	0.05%	314
2021 Q1	–	Sell	-1,454	Closed	-$159K	–	870
2020 Q4	$159K	Buy	+1,454	New	+$129K	0.04%	329

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

Pinnacle Wealth Planning Services's EVR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Evercore (EVR) stake by 1.7% in Q1 2026, buying an estimated $655 and bringing the position to 123 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Pinnacle Wealth Planning Services first reported a position in EVR in Q4 2020 and has held it in 12 quarters since. The position peaked at $294K in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Pinnacle Wealth Planning Services held 123 shares of Evercore worth $36.7K as of Q1 2026.
Pinnacle Wealth Planning Services bought 2 Evercore shares in Q1 2026, an estimated $655.
Evercore made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1366 holding.
Pinnacle Wealth Planning Services first reported a position in Evercore in Q4 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Evercore position peaked at $294K in Q4 2024.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.