Q1WB
EVR icon

Quest 10 Wealth Builders’s Evercore EVR Stock Holding History

Quest 10 Wealth Builders’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 		$2.73K Hold
8
– – ﹤0.01% 597
2026
Q1 		$2.39K Hold
8
– – ﹤0.01% 620
2025
Q4 		$2.72K Hold
8
– – ﹤0.01% 558
2025
Q3 		$2.7K Hold
8
– – ﹤0.01% 582
2025
Q2 		$2.16K Hold
8
– – ﹤0.01% 578
2025
Q1 		$1.6K Hold
8
– – ﹤0.01% 574
2024
Q4 		$2.22K Buy
+8
New +$2.27K ﹤0.01% 597

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

Quest 10 Wealth Builders's EVR Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Evercore (EVR) position steady in Q2 2026 at 8 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Quest 10 Wealth Builders first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Quest 10 Wealth Builders held 8 shares of Evercore worth $2.73K as of Q2 2026.
  • Quest 10 Wealth Builders left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #597 holding.
  • Quest 10 Wealth Builders first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.