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Prevail Innovative Wealth Advisors’s Evercore EVR Stock Holding History

Prevail Innovative Wealth 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
Q1 		– Sell
-14,450
Closed -$4.92M – 197
2025
Q4 		$4.92M Buy
14,450
+8,270
+134% +$2.66M 0.88% 33
2025
Q3 		$2.08M Buy
+6,180
New +$1.94M 0.4% 86

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

Prevail Innovative Wealth Advisors's EVR Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 14,450 shares — an estimated $4.92M sold.

Prevail Innovative Wealth Advisors first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $4.92M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 14,450 Evercore shares in Q1 2026, an estimated $4.92M.
  • Prevail Innovative Wealth Advisors first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Evercore position peaked at $4.92M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.