SAI
EVR icon

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
Q2 		$651K Sell
1,907
-209
-10% -$71.5K 0.01% 680
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 $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

Savvy Advisors Inc's EVR Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Evercore (EVR) stake by 9.9% in Q2 2026, selling an estimated $71.5K and leaving 1,907 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #680.

Savvy Advisors Inc first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $698K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Savvy Advisors Inc held 1,907 shares of Evercore worth $651K as of Q2 2026.
  • Savvy Advisors Inc sold 209 Evercore shares in Q2 2026, an estimated $71.5K.
  • Evercore made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #680 holding.
  • Savvy Advisors Inc first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Evercore position peaked at $698K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.