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Planned Solutions’s Evercore EVR Stock Holding History

Planned Solutions’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 		$273K Hold
800
– – 0.08% 119
2026
Q1 		$239K Hold
800
– – 0.08% 125
2025
Q4 		$272K Hold
800
– – 0.09% 108
2025
Q3 		$270K Hold
800
– – 0.09% 104
2025
Q2 		$216K Buy
+800
New +$176K 0.08% 115
2025
Q1 		– Sell
-800
Closed -$222K – 117
2024
Q4 		$222K Hold
800
– – 0.09% 103
2024
Q3 		$203K Buy
+800
New +$190K 0.08% 112
2024
Q2 		– Sell
-1,065
Closed -$205K – 104
2024
Q1 		$205K Hold
1,065
– – 0.1% 97
2023
Q4 		$182K Buy
+1,065
New +$154K 0.09% 95

Other funds holding EVR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Planned Solutions's EVR Position: Q2 2026 in Review

Planned Solutions held its Evercore (EVR) position steady in Q2 2026 at 800 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #119.

Planned Solutions first reported a position in EVR in Q4 2023 and has held it in 9 quarters since. 69 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Planned Solutions held 800 shares of Evercore worth $273K as of Q2 2026.
  • Planned Solutions left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.08% of Planned Solutions's portfolio in Q2 2026, its #119 holding.
  • Planned Solutions first reported a position in Evercore in Q4 2023 and has held it in 9 quarters since.
  • 69 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.