PWA
EVR icon

Principia Wealth Advisory’s Evercore EVR Stock Holding History

Principia Wealth Advisory’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 		$2.39K Sell
7
-1
-13% -$342 ﹤0.01% 541
2026
Q1 		$2.39K Buy
8
+1
+14% +$327 ﹤0.01% 467
2025
Q4 		$2.38K Hold
7
– – ﹤0.01% 418
2025
Q3 		$2.36K Hold
7
– – ﹤0.01% 403
2025
Q2 		$1.89K Buy
7
+5
+250% +$1.1K ﹤0.01% 403
2025
Q1 		$379 Buy
+2
New +$498 ﹤0.01% 644

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Principia Wealth Advisory's EVR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Evercore (EVR) stake by 13% in Q2 2026, selling an estimated $342 and leaving 7 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Principia Wealth Advisory first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Principia Wealth Advisory held 7 shares of Evercore worth $2.39K as of Q2 2026.
  • Principia Wealth Advisory sold 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #541 holding.
  • Principia Wealth Advisory first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.