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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
Q2 		$42K Hold
123
– – ﹤0.01% 1400
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
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

Pinnacle Wealth Planning Services's EVR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Evercore (EVR) position steady in Q2 2026 at 123 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Pinnacle Wealth Planning Services first reported a position in EVR in Q4 2020 and has held it in 13 quarters since. The position peaked at $294K in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 123 shares of Evercore worth $42K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1400 holding.
  • Pinnacle Wealth Planning Services first reported a position in Evercore in Q4 2020 and has held it in 13 quarters since.
  • Pinnacle Wealth Planning Services's Evercore position peaked at $294K in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.