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Precision Wealth Strategies’s Evercore EVR Stock Holding History

Precision Wealth Strategies’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
Q1 		$487K Buy
1,630
+69
+4% +$22.6K 0.16% 127
2025
Q4 		$531K Sell
1,561
-475
-23% -$153K 0.17% 116
2025
Q3 		$687K Buy
+2,036
New +$638K 0.22% 99

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Precision Wealth Strategies's EVR Position: Q1 2026 in Review

Precision Wealth Strategies increased its Evercore (EVR) stake by 4.4% in Q1 2026, buying an estimated $22.6K and bringing the position to 1,630 shares worth $487K. The position accounts for 0.16% of the portfolio, ranked #127.

Precision Wealth Strategies first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $687K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Precision Wealth Strategies held 1,630 shares of Evercore worth $487K as of Q1 2026.
  • Precision Wealth Strategies bought 69 Evercore shares in Q1 2026, an estimated $22.6K.
  • Evercore made up 0.16% of Precision Wealth Strategies's portfolio in Q1 2026, its #127 holding.
  • Precision Wealth Strategies first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Precision Wealth Strategies's Evercore position peaked at $687K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.