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 Q3	$206K	Hold	800	–	–	0.06%	154
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Planned Solutions's EVR Position: Q3 2026 in Review

Planned Solutions held its Evercore (EVR) position steady in Q3 2026 at 800 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #154.

Planned Solutions first reported a position in EVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $273K in Q2 2026. 66 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Planned Solutions held 800 shares of Evercore worth $206K as of Q3 2026.
Planned Solutions left its Evercore share count unchanged in Q3 2026.
Evercore made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #154 holding.
Planned Solutions first reported a position in Evercore in Q4 2023 and has held it in 10 quarters since.
Planned Solutions's Evercore position peaked at $273K in Q2 2026.
66 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.