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Sanctuary Advisors’s Evercore EVR Stock Holding History

Sanctuary 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
Q2 		$1.27M Sell
3,733
-2
-0.1% -$684 0.01% 1309
2026
Q1 		$1.11M Buy
3,735
+354
+10% +$116K 0.01% 1272
2025
Q4 		$1.15M Sell
3,381
-62
-2% -$19.9K 0.01% 1248
2025
Q3 		$1.16M Buy
3,443
+198
+6% +$62K 0.01% 1207
2025
Q2 		$876K Sell
3,245
-65
-2% -$14.3K 0.01% 1295
2025
Q1 		$661K Sell
3,310
-380
-10% -$94.7K ﹤0.01% 1341
2024
Q4 		$1.07M Buy
3,690
+205
+6% +$58.1K 0.01% 1222
2024
Q3 		$1.09M Buy
3,485
+493
+16% +$117K 0.01% 1214
2024
Q2 		$551K Buy
+2,992
New +$582K ﹤0.01% 1578

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 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

Sanctuary Advisors's EVR Position: Q2 2026 in Review

Sanctuary Advisors reduced its Evercore (EVR) stake by 0.05% in Q2 2026, selling an estimated $684 and leaving 3,733 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1309.

Sanctuary Advisors first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Sanctuary Advisors held 3,733 shares of Evercore worth $1.27M as of Q2 2026.
  • Sanctuary Advisors sold 2 Evercore shares in Q2 2026, an estimated $684.
  • Evercore made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1309 holding.
  • Sanctuary Advisors first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.