Portside Wealth Group
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Portside Wealth Group’s Evercore EVR Stock Holding History

Portside Wealth Group’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 		– Sell
-809
Closed -$276K – 533
2026
Q2 		$276K Sell
809
-96
-11% -$32.8K 0.03% 419
2026
Q1 		$270K Sell
905
-42
-4% -$13.8K 0.04% 384
2025
Q4 		$322K Sell
947
-196
-17% -$63K 0.04% 346
2025
Q3 		$386K Sell
1,143
-57
-5% -$17.9K 0.05% 312
2025
Q2 		$324K Buy
+1,200
New +$264K 0.05% 334
2025
Q1 		– Sell
-935
Closed -$259K – 434
2024
Q4 		$259K Sell
935
-37
-4% -$10.5K 0.04% 354
2024
Q3 		$246K Buy
+972
New +$231K 0.04% 339

Other funds holding EVR

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Portside Wealth Group's EVR Position: Q3 2026 in Review

Portside Wealth Group sold out of Evercore (EVR) in Q3 2026, closing a stake of 809 shares — an estimated $276K sold.

Portside Wealth Group first reported a position in EVR in Q3 2024 and held it in 7 quarters. The position peaked at $386K in Q3 2025. 100 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Portside Wealth Group reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • Portside Wealth Group sold 809 Evercore shares in Q3 2026, an estimated $276K.
  • Portside Wealth Group first reported a position in Evercore in Q3 2024 and held it in 7 quarters.
  • Portside Wealth Group's Evercore position peaked at $386K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.