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Root Financial Partners’s Evercore EVR Stock Holding History

Root Financial Partners’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 		– Sell
-558
Closed -$167K – 1291
2026
Q1 		$167K Buy
558
+354
+174% +$116K 0.01% 378
2025
Q4 		$69.4K Buy
204
+8
+4% +$2.57K ﹤0.01% 599
2025
Q3 		$66.1K Buy
+196
New +$61.4K ﹤0.01% 575

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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

Root Financial Partners's EVR Position: Q2 2026 in Review

Root Financial Partners sold out of Evercore (EVR) in Q2 2026, closing a stake of 558 shares — an estimated $167K sold.

Root Financial Partners first reported a position in EVR in Q3 2025 and held it in 3 quarters. The position peaked at $167K in Q1 2026. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Root Financial Partners reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 558 Evercore shares in Q2 2026, an estimated $167K.
  • Root Financial Partners first reported a position in Evercore in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Evercore position peaked at $167K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.