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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors's EVR Position: Q1 2026 in Review

Sanctuary Advisors increased its Evercore (EVR) stake by 10% in Q1 2026, buying an estimated $116K and bringing the position to 3,735 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1272.

Sanctuary Advisors first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Sanctuary Advisors held 3,735 shares of Evercore worth $1.11M as of Q1 2026.
  • Sanctuary Advisors bought 354 Evercore shares in Q1 2026, an estimated $116K.
  • Evercore made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1272 holding.
  • Sanctuary Advisors first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Evercore position peaked at $1.16M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.