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Silver Grove Financial Group’s Evercore EVR Stock Holding History

Silver Grove Financial Group’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 		$9.9K Buy
+29
New +$9.92K 0.01% 899

Other funds holding EVR

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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

Silver Grove Financial Group's EVR Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Evercore (EVR) in Q2 2026: 29 shares worth $9.9K. The stake represents 0.01% of the portfolio and ranks #899 among its holdings.

712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Silver Grove Financial Group held 29 shares of Evercore worth $9.9K as of Q2 2026.
  • Evercore was a new Silver Grove Financial Group position in Q2 2026.
  • Evercore made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #899 holding.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.