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Private Wealth Management Group’s Evercore EVR Stock Holding History

Private 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 		$10.9K Hold
32
– – ﹤0.01% 552
2026
Q1 		$9.55K Hold
32
– – ﹤0.01% 535
2025
Q4 		$10.9K Hold
32
– – ﹤0.01% 488
2025
Q3 		$10.8K Hold
32
– – ﹤0.01% 485
2025
Q2 		$8.64K Hold
32
– – ﹤0.01% 540
2025
Q1 		$6.39K Hold
32
– – ﹤0.01% 624
2024
Q4 		$8.87K Hold
32
– – ﹤0.01% 517
2024
Q3 		$8.11K Hold
32
– – ﹤0.01% 526
2024
Q2 		$6.67K Hold
32
– – ﹤0.01% 594
2024
Q1 		$6.16K Hold
32
– – ﹤0.01% 559
2023
Q4 		$5.47K Buy
+32
New +$4.63K ﹤0.01% 598

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

Private Wealth Management Group held its Evercore (EVR) position steady in Q2 2026 at 32 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Private Wealth Management Group first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Private Wealth Management Group held 32 shares of Evercore worth $10.9K as of Q2 2026.
  • Private Wealth Management Group left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #552 holding.
  • Private Wealth Management Group first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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