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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
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

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

Retirement Guys Formula's EVR Position: Q2 2026 in Review

Retirement Guys Formula reduced its Evercore (EVR) stake by 0.14% in Q2 2026, selling an estimated $342 and leaving 693 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #148.

Retirement Guys Formula first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Retirement Guys Formula held 693 shares of Evercore worth $236K as of Q2 2026.
  • Retirement Guys Formula sold 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up 0.09% of Retirement Guys Formula's portfolio in Q2 2026, its #148 holding.
  • Retirement Guys Formula first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.