Prestige Wealth Management Group’s Evercore EVR Stock Holding History

Prestige Wealth Management 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 Q2	$7.17K	Hold	21	–	–	﹤0.01%	501
2026 Q1	$6.27K	Hold	21	–	–	﹤0.01%	510
2025 Q4	$7.15K	Hold	21	–	–	﹤0.01%	503
2025 Q3	$7.08K	Hold	21	–	–	﹤0.01%	508
2025 Q2	$5.67K	Hold	21	–	–	﹤0.01%	540
2025 Q1	$4.2K	Hold	21	–	–	﹤0.01%	600
2024 Q4	$5.82K	Hold	21	–	–	﹤0.01%	565
2024 Q3	$5.32K	Hold	21	–	–	﹤0.01%	600
2024 Q2	$4.38K	Hold	21	–	–	﹤0.01%	578
2024 Q1	$4.04K	Hold	21	–	–	﹤0.01%	616
2023 Q4	$3.59K	Hold	21	–	–	﹤0.01%	647
2023 Q3	$2.9K	Hold	21	–	–	﹤0.01%	674
2023 Q2	$2.6K	Hold	21	–	–	﹤0.01%	716
2023 Q1	$2.42K	Hold	21	–	–	﹤0.01%	711
2022 Q4	$2.29K	Hold	21	–	–	﹤0.01%	803
2022 Q3	$2K	Buy	+21	New	+$1.99K	﹤0.01%	727
2022 Q2	–	Sell	-11	Closed	-$1K	–	998
2022 Q1	$1K	Buy	11 +8	+267%	+$984	﹤0.01%	866
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1004
2021 Q3	$0	Hold	3	–	–	﹤0.01%	995
2021 Q2	$0	Hold	3	–	–	﹤0.01%	984
2021 Q1	$0	Hold	3	–	–	﹤0.01%	971
2020 Q4	$0	Buy	+3	New	+$267	﹤0.01%	961

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 $3.37T AUM 44.26% 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

Prestige Wealth Management Group's EVR Position: Q2 2026 in Review

Prestige Wealth Management Group held its Evercore (EVR) position steady in Q2 2026 at 21 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Prestige Wealth Management Group first reported a position in EVR in Q4 2020 and has held it in 22 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Prestige Wealth Management Group held 21 shares of Evercore worth $7.17K as of Q2 2026.
Prestige Wealth Management Group left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #501 holding.
Prestige Wealth Management Group first reported a position in Evercore in Q4 2020 and has held it in 22 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.