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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
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 $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

Sargent Investment Group's EVR Position: Q1 2026 in Review

Sargent Investment Group increased its Evercore (EVR) stake by 0.11% in Q1 2026, buying an estimated $2.29K and bringing the position to 6,180 shares worth $1.84M. The position accounts for 0.24% of the portfolio, ranked #79.

Sargent Investment Group first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.36M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Sargent Investment Group held 6,180 shares of Evercore worth $1.84M as of Q1 2026.
  • Sargent Investment Group bought 7 Evercore shares in Q1 2026, an estimated $2.29K.
  • Evercore made up 0.24% of Sargent Investment Group's portfolio in Q1 2026, its #79 holding.
  • Sargent Investment Group first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • Sargent Investment Group's Evercore position peaked at $2.36M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.