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Ritholtz Wealth Management’s Evercore EVR Stock Holding History

Ritholtz Wealth Management’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 		$395K Sell
1,325
-180
-12% -$58.9K 0.01% 875
2025
Q4 		$512K Buy
1,505
+229
+18% +$73.6K 0.01% 710
2025
Q3 		$430K Buy
1,276
+258
+25% +$80.8K 0.01% 723
2025
Q2 		$275K Sell
1,018
-95
-9% -$20.9K 0.01% 823
2025
Q1 		$222K Sell
1,113
-87
-7% -$21.7K 0.01% 833
2024
Q4 		$333K Sell
1,200
-13
-1% -$3.68K 0.01% 681
2024
Q3 		$307K Buy
1,213
+131
+12% +$31.2K 0.01% 694
2024
Q2 		$226K Buy
+1,082
New +$211K 0.01% 733
2022
Q2 		– Sell
-3,183
Closed -$354K – 558
2022
Q1 		$354K Buy
3,183
+243
+8% +$29.9K 0.02% 377
2021
Q4 		$399K Buy
2,940
+1,040
+55% +$152K 0.02% 351
2021
Q3 		$254K Buy
+1,900
New +$258K 0.02% 414

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

Ritholtz Wealth Management's EVR Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Evercore (EVR) stake by 12% in Q1 2026, selling an estimated $58.9K and leaving 1,325 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #875.

Ritholtz Wealth Management first reported a position in EVR in Q3 2021 and has held it in 11 quarters since. The position peaked at $512K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Ritholtz Wealth Management held 1,325 shares of Evercore worth $395K as of Q1 2026.
  • Ritholtz Wealth Management sold 180 Evercore shares in Q1 2026, an estimated $58.9K.
  • Evercore made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #875 holding.
  • Ritholtz Wealth Management first reported a position in Evercore in Q3 2021 and has held it in 11 quarters since.
  • Ritholtz Wealth Management's Evercore position peaked at $512K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.