RGF
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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Guys Formula's EVR Position: Q1 2026 in Review

Retirement Guys Formula increased its Evercore (EVR) stake by 2.4% in Q1 2026, buying an estimated $5.24K and bringing the position to 694 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #145.

Retirement Guys Formula first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. The position peaked at $231K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Retirement Guys Formula held 694 shares of Evercore worth $207K as of Q1 2026.
  • Retirement Guys Formula bought 16 Evercore shares in Q1 2026, an estimated $5.24K.
  • Evercore made up 0.1% of Retirement Guys Formula's portfolio in Q1 2026, its #145 holding.
  • Retirement Guys Formula first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • Retirement Guys Formula's Evercore position peaked at $231K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.