SBI Securities’s Evercore EVR Stock Holding History

SBI Securities’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	–	Sell	-301	Closed	-$102K	–	4069
2025 Q4	$102K	Buy	301 +300	+30,000%	+$96.4K	﹤0.01%	836
2025 Q3	$337	Buy	+1	New	+$313	﹤0.01%	3137
2025 Q1	–	Sell	-31	Closed	-$8.59K	–	4154
2024 Q4	$8.59K	Buy	+31	New	+$8.78K	﹤0.01%	1705

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities's EVR Position: Q1 2026 in Review

SBI Securities sold out of Evercore (EVR) in Q1 2026, closing a stake of 301 shares — an estimated $102K sold.

SBI Securities first reported a position in EVR in Q4 2024 and held it in 3 quarters. The position peaked at $102K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

SBI Securities reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
SBI Securities sold 301 Evercore shares in Q1 2026, an estimated $102K.
SBI Securities first reported a position in Evercore in Q4 2024 and held it in 3 quarters.
SBI Securities's Evercore position peaked at $102K in Q4 2025.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.