SageView Advisory Group’s Evercore EVR Stock Holding History

SageView Advisory Group’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	–	Sell	-1,036	Closed	-$353K	–	1172
2025 Q4	$353K	Sell	1,036 -3	-0.3%	-$964	0.01%	439
2025 Q3	$350K	Buy	+1,039	New	+$326K	0.01%	469

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's EVR Position: Q1 2026 in Review

SageView Advisory Group sold out of Evercore (EVR) in Q1 2026, closing a stake of 1,036 shares — an estimated $353K sold.

SageView Advisory Group first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $353K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

SageView Advisory Group reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,036 Evercore shares in Q1 2026, an estimated $353K.
SageView Advisory Group first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
SageView Advisory Group's Evercore position peaked at $353K in Q4 2025.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.