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Sequoia Financial Advisors’s Evercore EVR Stock Holding History

Sequoia Financial 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 		$7.4M Buy
21,658
+5,286
+32% +$1.81M 0.04% 273
2026
Q1 		$4.89M Sell
16,372
-205
-1% -$67.1K 0.03% 331
2025
Q4 		$5.64M Buy
16,577
+1,538
+10% +$494K 0.03% 299
2025
Q3 		$5.07M Buy
15,039
+2,609
+21% +$818K 0.03% 305
2025
Q2 		$3.36M Buy
12,430
+4,985
+67% +$1.1M 0.02% 357
2025
Q1 		$1.49M Buy
7,445
+1,016
+16% +$253K 0.01% 506
2024
Q4 		$1.78M Buy
+6,429
New +$1.82M 0.02% 434
2024
Q1 		– Sell
-2,064
Closed -$353K – 1210
2023
Q4 		$353K Buy
+2,064
New +$299K ﹤0.01% 860

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

Sequoia Financial Advisors's EVR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Evercore (EVR) stake by 32% in Q2 2026, buying an estimated $1.81M and bringing the position to 21,658 shares worth $7.4M. The position accounts for 0.04% of the portfolio, ranked #273.

Sequoia Financial Advisors first reported a position in EVR in Q4 2023 and has held it in 8 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Sequoia Financial Advisors held 21,658 shares of Evercore worth $7.4M as of Q2 2026.
  • Sequoia Financial Advisors bought 5,286 Evercore shares in Q2 2026, an estimated $1.81M.
  • Evercore made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #273 holding.
  • Sequoia Financial Advisors first reported a position in Evercore in Q4 2023 and has held it in 8 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.