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Scarborough Advisors’s Evercore EVR Stock Holding History

Scarborough Advisors’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 		– Sell
-26
Closed -$7.76K – 319
2026
Q1 		$7.76K Hold
26
– – ﹤0.01% 472
2025
Q4 		$8.85K Hold
26
– – ﹤0.01% 274
2025
Q3 		$8.77K Hold
26
– – ﹤0.01% 265
2025
Q2 		$7.02K Buy
+26
New +$5.72K ﹤0.01% 267
2024
Q3 		– Sell
-55
Closed -$11.4K – 236
2024
Q2 		$11.4K Hold
55
– – ﹤0.01% 202
2024
Q1 		$10.5K Hold
55
– – ﹤0.01% 199
2023
Q4 		$9.35K Buy
+55
New +$7.96K ﹤0.01% 388

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

Scarborough Advisors's EVR Position: Q2 2026 in Review

Scarborough Advisors sold out of Evercore (EVR) in Q2 2026, closing a stake of 26 shares — an estimated $7.76K sold.

Scarborough Advisors first reported a position in EVR in Q4 2023 and held it in 7 quarters. The position peaked at $11.4K in Q2 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Scarborough Advisors reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 26 Evercore shares in Q2 2026, an estimated $7.76K.
  • Scarborough Advisors first reported a position in Evercore in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's Evercore position peaked at $11.4K in Q2 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.