Salomon & Ludwin’s Evercore EVR Stock Holding History

Salomon & Ludwin’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	$341	Hold	1	–	–	﹤0.01%	2069
2026 Q1	$305	Sell	1 -40	-98%	-$13.1K	﹤0.01%	2055
2025 Q4	$14.9K	Buy	+41	New	+$13.2K	﹤0.01%	1136

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Salomon & Ludwin's EVR Position: Q2 2026 in Review

Salomon & Ludwin held its Evercore (EVR) position steady in Q2 2026 at 1 share worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Salomon & Ludwin first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.9K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Salomon & Ludwin held 1 share of Evercore worth $341 as of Q2 2026.
Salomon & Ludwin left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #2069 holding.
Salomon & Ludwin first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
Salomon & Ludwin's Evercore position peaked at $14.9K in Q4 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.