Plante Moran Financial Advisors’s Evercore EVR Stock Holding History

Plante Moran Financial Advisors’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	$341	Buy	+1	New	+$342	﹤0.01%	1261
2023 Q3	–	Sell	-22	Closed	-$2.72K	–	793
2023 Q2	$2.72K	Hold	22	–	–	﹤0.01%	670
2023 Q1	$2.54K	Hold	22	–	–	﹤0.01%	689
2022 Q4	$2.4K	Hold	22	–	–	﹤0.01%	731
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	780
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	810
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	740
2021 Q4	$3K	Hold	22	–	–	﹤0.01%	879
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	831
2021 Q2	$3K	Sell	22 -49	-69%	-$6.85K	﹤0.01%	848
2021 Q1	$9K	Buy	71 +43	+154%	+$5.25K	﹤0.01%	669
2020 Q4	$3K	Buy	28 +6	+27%	+$534	﹤0.01%	743
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	807
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	701
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	686
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	682
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	773
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	724
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	713
2018 Q4	$2K	Hold	22	–	–	﹤0.01%	706
2018 Q3	$2K	Hold	22	–	–	﹤0.01%	688
2018 Q2	$2K	Hold	22	–	–	﹤0.01%	718
2018 Q1	$2K	Buy	+22	New	+$2.07K	﹤0.01%	832
2017 Q1	–	Sell	-36	Closed	-$2K	–	915
2016 Q4	$2K	Sell	36 -3	-8%	-$184	﹤0.01%	848
2016 Q3	$2K	Hold	39	–	–	﹤0.01%	832
2016 Q2	$2K	Sell	39 -15	-28%	-$747	﹤0.01%	789
2016 Q1	$3K	Buy	+54	New	+$2.58K	﹤0.01%	654

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Plante Moran Financial Advisors's EVR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Evercore (EVR) in Q2 2026: 1 share worth $341. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in EVR as recently as Q2 2023.

Plante Moran Financial Advisors first reported a position in EVR in Q1 2016 and has held it in 27 quarters since. The position peaked at $9K in Q1 2021. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Plante Moran Financial Advisors held 1 share of Evercore worth $341 as of Q2 2026.
Evercore was a new Plante Moran Financial Advisors position in Q2 2026.
Evercore made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1261 holding.
Plante Moran Financial Advisors first reported a position in Evercore in Q1 2016 and has held it in 27 quarters since.
Plante Moran Financial Advisors's Evercore position peaked at $9K in Q1 2021.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.