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QTR Family Wealth’s Evercore EVR Stock Holding History

QTR Family Wealth’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 		$304K Buy
+849
New +$278K 0.13% 192

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

QTR Family Wealth's EVR Position: Q1 2026 in Review

QTR Family Wealth opened a new position in Evercore (EVR) in Q1 2026: 849 shares worth $304K. The stake represents 0.13% of the portfolio and ranks #192 among its holdings.

652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • QTR Family Wealth held 849 shares of Evercore worth $304K as of Q1 2026.
  • Evercore was a new QTR Family Wealth position in Q1 2026.
  • Evercore made up 0.13% of QTR Family Wealth's portfolio in Q1 2026, its #192 holding.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.