RA
EVR icon

Riversedge Advisors’s Evercore EVR Stock Holding History

Riversedge Advisors’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 		– Sell
-1,082
Closed -$370K – 381
2026
Q2 		$370K Buy
+1,082
New +$370K 0.05% 166

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Riversedge Advisors's EVR Position: Q3 2026 in Review

Riversedge Advisors sold out of Evercore (EVR) in Q3 2026, closing a stake of 1,082 shares — an estimated $370K sold.

Riversedge Advisors first reported a position in EVR in Q2 2026 and held it in 1 quarter. The position peaked at $370K in Q2 2026. 17 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Riversedge Advisors reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • Riversedge Advisors sold 1,082 Evercore shares in Q3 2026, an estimated $370K.
  • Riversedge Advisors first reported a position in Evercore in Q2 2026 and held it in 1 quarter.
  • Riversedge Advisors's Evercore position peaked at $370K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.