Raymond James Financial
EVR icon

Raymond James Financial’s Evercore EVR Stock Holding History

Raymond James Financial’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 		$33.6M Sell
98,494
-1,748
-2% -$598K 0.01% 1190
2026
Q1 		$29.7M Sell
100,242
-46,437
-32% -$15.2M 0.01% 1197
2025
Q4 		$49.9M Sell
146,679
-50,565
-26% -$16.3M 0.02% 823
2025
Q3 		$66.5M Buy
197,244
+1,967
+1% +$616K 0.02% 644
2025
Q2 		$52.7M Buy
195,277
+43,476
+29% +$9.56M 0.02% 737
2025
Q1 		$30.3M Sell
151,801
-53,397
-26% -$13.3M 0.01% 1021
2024
Q4 		$56.9M Buy
+205,198
New +$58.1M 0.02% 657

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

Raymond James Financial's EVR Position: Q2 2026 in Review

Raymond James Financial reduced its Evercore (EVR) stake by 1.7% in Q2 2026, selling an estimated $598K and leaving 98,494 shares worth $33.6M. The position accounts for 0.01% of the portfolio, ranked #1190.

Raymond James Financial first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.5M in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Raymond James Financial held 98,494 shares of Evercore worth $33.6M as of Q2 2026.
  • Raymond James Financial sold 1,748 Evercore shares in Q2 2026, an estimated $598K.
  • Evercore made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1190 holding.
  • Raymond James Financial first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Evercore position peaked at $66.5M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.