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RFG Advisory’s Evercore EVR Stock Holding History

RFG Advisory’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 		$1.28M Buy
+3,750
New +$1.28M 0.02% 491

Other funds holding EVR

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

RFG Advisory's EVR Position: Q2 2026 in Review

RFG Advisory opened a new position in Evercore (EVR) in Q2 2026: 3,750 shares worth $1.28M. The stake represents 0.02% of the portfolio and ranks #491 among its holdings.

60 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • RFG Advisory held 3,750 shares of Evercore worth $1.28M as of Q2 2026.
  • Evercore was a new RFG Advisory position in Q2 2026.
  • Evercore made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #491 holding.
  • 60 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.