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Sagespring Wealth Partners’s Evercore EVR Stock Holding History

Sagespring Wealth 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 		$377K Buy
1,105
+153
+16% +$52.4K 0.01% 600
2026
Q1 		$284K Buy
952
+3
+0.3% +$982 0.01% 680
2025
Q4 		$323K Sell
949
-68
-7% -$21.9K 0.01% 600
2025
Q3 		$343K Buy
1,017
+75
+8% +$23.5K 0.01% 562
2025
Q2 		$254K Buy
+942
New +$207K 0.01% 632

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Sagespring Wealth Partners's EVR Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Evercore (EVR) stake by 16% in Q2 2026, buying an estimated $52.4K and bringing the position to 1,105 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #600.

Sagespring Wealth Partners first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Sagespring Wealth Partners held 1,105 shares of Evercore worth $377K as of Q2 2026.
  • Sagespring Wealth Partners bought 153 Evercore shares in Q2 2026, an estimated $52.4K.
  • Evercore made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #600 holding.
  • Sagespring Wealth Partners first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.