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Savvy Advisors Inc’s Evercore EVR Stock Holding History

Savvy Advisors Inc’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 		$632K Buy
2,116
+197
+10% +$64.5K 0.02% 587
2025
Q4 		$653K Sell
1,919
-151
-7% -$48.5K 0.02% 478
2025
Q3 		$698K Buy
2,070
+510
+33% +$160K 0.03% 342
2025
Q2 		$421K Buy
1,560
+392
+34% +$86.2K 0.03% 395
2025
Q1 		$233K Buy
1,168
+239
+26% +$59.5K 0.02% 448
2024
Q4 		$258K Buy
+929
New +$263K 0.03% 372

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

Savvy Advisors Inc's EVR Position: Q1 2026 in Review

Savvy Advisors Inc increased its Evercore (EVR) stake by 10% in Q1 2026, buying an estimated $64.5K and bringing the position to 2,116 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #587.

Savvy Advisors Inc first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. The position peaked at $698K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Savvy Advisors Inc held 2,116 shares of Evercore worth $632K as of Q1 2026.
  • Savvy Advisors Inc bought 197 Evercore shares in Q1 2026, an estimated $64.5K.
  • Evercore made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #587 holding.
  • Savvy Advisors Inc first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Evercore position peaked at $698K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.