Raffa Wealth Management’s Evercore EVR Stock Holding History

Raffa Wealth Management’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	$683	Buy	+2	New	+$684	﹤0.01%	1128
2017 Q3	–	Sell	-14	Closed	-$987	–	309
2017 Q2	$987	Buy	+14	New	+$1.02K	﹤0.01%	355
2017 Q1	–	Sell	-10	Closed	-$687	–	529
2016 Q4	$687	Hold	10	–	–	﹤0.01%	590
2016 Q3	$515	Hold	10	–	–	﹤0.01%	713
2016 Q2	$442	Hold	10	–	–	﹤0.01%	738
2016 Q1	$518	Hold	10	–	–	﹤0.01%	674
2015 Q4	$541	Hold	10	–	–	﹤0.01%	657
2015 Q3	$502	Hold	10	–	–	﹤0.01%	673
2015 Q2	$540	Hold	10	–	–	﹤0.01%	668
2015 Q1	$517	Buy	+10	New	+$508	﹤0.01%	702

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Raffa Wealth Management opened a new position in Evercore (EVR) in Q2 2026: 2 shares worth $683. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Raffa Wealth Management previously reported a position in EVR as recently as Q2 2017.

Raffa Wealth Management first reported a position in EVR in Q1 2015 and has held it in 10 quarters since. The position peaked at $987 in Q2 2017. 667 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Raffa Wealth Management held 2 shares of Evercore worth $683 as of Q2 2026.
Evercore was a new Raffa Wealth Management position in Q2 2026.
Evercore made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1128 holding.
Raffa Wealth Management first reported a position in Evercore in Q1 2015 and has held it in 10 quarters since.
Raffa Wealth Management's Evercore position peaked at $987 in Q2 2017.
667 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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