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Sargent Investment Group’s Evercore EVR Stock Holding History

Sargent Investment 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
Q2 		$1.7M Sell
4,991
-1,189
-19% -$407K 0.2% 90
2026
Q1 		$1.84M Buy
6,180
+7
+0.1% +$2.29K 0.24% 79
2025
Q4 		$2.1M Sell
6,173
-831
-12% -$267K 0.26% 68
2025
Q3 		$2.36M Hold
7,004
– – 0.34% 62
2025
Q2 		$2.1M Sell
7,004
-19
-0.3% -$4.18K 0.28% 68
2025
Q1 		$1.4M Sell
7,023
-1,526
-18% -$380K 0.22% 77
2024
Q4 		$2.23M Buy
+8,549
New +$2.42M 0.36% 57

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 $3.37T AUM 44.26% 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

Sargent Investment Group's EVR Position: Q2 2026 in Review

Sargent Investment Group reduced its Evercore (EVR) stake by 19% in Q2 2026, selling an estimated $407K and leaving 4,991 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #90.

Sargent Investment Group first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Sargent Investment Group held 4,991 shares of Evercore worth $1.7M as of Q2 2026.
  • Sargent Investment Group sold 1,189 Evercore shares in Q2 2026, an estimated $407K.
  • Evercore made up 0.2% of Sargent Investment Group's portfolio in Q2 2026, its #90 holding.
  • Sargent Investment Group first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Sargent Investment Group's Evercore position peaked at $2.36M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.