QFW
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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
Q2 		$286K Sell
838
-11
-1% -$3.76K 0.1% 231
2026
Q1 		$304K Buy
+849
New +$278K 0.13% 192

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 $3.38T AUM 44.17% 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

QTR Family Wealth's EVR Position: Q2 2026 in Review

QTR Family Wealth reduced its Evercore (EVR) stake by 1.3% in Q2 2026, selling an estimated $3.76K and leaving 838 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #231.

QTR Family Wealth first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $304K in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • QTR Family Wealth held 838 shares of Evercore worth $286K as of Q2 2026.
  • QTR Family Wealth sold 11 Evercore shares in Q2 2026, an estimated $3.76K.
  • Evercore made up 0.1% of QTR Family Wealth's portfolio in Q2 2026, its #231 holding.
  • QTR Family Wealth first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
  • QTR Family Wealth's Evercore position peaked at $304K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.