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Private Advisor Group’s Evercore EVR Stock Holding History

Private Advisor 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 		$344K Buy
+1,009
New +$345K ﹤0.01% 2025
2022
Q1 		– Sell
-2,947
Closed -$400K – 2143
2021
Q4 		$400K Buy
+2,947
New +$430K ﹤0.01% 1575
2020
Q3 		– Sell
-15
Closed -$1K – 2150
2020
Q2 		$1K Buy
+15
New +$816 ﹤0.01% 3700

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

Private Advisor Group's EVR Position: Q2 2026 in Review

Private Advisor Group opened a new position in Evercore (EVR) in Q2 2026: 1,009 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #2025 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in EVR as recently as Q4 2021.

Private Advisor Group first reported a position in EVR in Q2 2020 and has held it in 3 quarters since. The position peaked at $400K in Q4 2021. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Private Advisor Group held 1,009 shares of Evercore worth $344K as of Q2 2026.
  • Evercore was a new Private Advisor Group position in Q2 2026.
  • Evercore made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2025 holding.
  • Private Advisor Group first reported a position in Evercore in Q2 2020 and has held it in 3 quarters since.
  • Private Advisor Group's Evercore position peaked at $400K in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.