Retirement Guys Formula
EVR icon

Retirement Guys Formula’s Evercore EVR Stock Holding History

Retirement Guys Formula’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
Q3 		$242K Buy
939
+246
+35% +$74.8K 0.09% 159
2026
Q2 		$236K Sell
693
-1
-0.1% -$342 0.09% 148
2026
Q1 		$207K Buy
694
+16
+2% +$5.24K 0.1% 145
2025
Q4 		$231K Sell
678
-3
-0.4% -$964 0.11% 127
2025
Q3 		$230K Sell
681
-166
-20% -$52K 0.08% 147
2025
Q2 		$229K Buy
+847
New +$186K 0.09% 126
2025
Q1 		– Sell
-753
Closed -$209K – 149
2024
Q4 		$209K Buy
+753
New +$213K 0.11% 128

Other funds holding EVR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Guys Formula's EVR Position: Q3 2026 in Review

Retirement Guys Formula increased its Evercore (EVR) stake by 35% in Q3 2026, buying an estimated $74.8K and bringing the position to 939 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #159.

Retirement Guys Formula first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Retirement Guys Formula held 939 shares of Evercore worth $242K as of Q3 2026.
  • Retirement Guys Formula bought 246 Evercore shares in Q3 2026, an estimated $74.8K.
  • Evercore made up 0.09% of Retirement Guys Formula's portfolio in Q3 2026, its #159 holding.
  • Retirement Guys Formula first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • 262 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.