SAM
EVR icon

Smartleaf Asset Management’s Evercore EVR Stock Holding History

Smartleaf Asset Management’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 		$62.4K Buy
218
+10
+5% +$3.27K ﹤0.01% 1338
2025
Q4 		$71.7K Buy
208
+23
+12% +$7.39K ﹤0.01% 1369
2025
Q3 		$63K Buy
185
+73
+65% +$22.9K ﹤0.01% 1286
2025
Q2 		$30.1K Sell
112
-72
-39% -$15.8K ﹤0.01% 1380
2025
Q1 		$36.7K Sell
184
-27
-13% -$6.73K ﹤0.01% 1305
2024
Q4 		$58.6K Buy
211
+83
+65% +$23.5K 0.01% 1104
2024
Q3 		$32.5K Buy
128
+24
+23% +$5.71K ﹤0.01% 1079
2024
Q2 		$20.5K Buy
104
+81
+352% +$15.8K ﹤0.01% 1026
2024
Q1 		$4.42K Buy
+23
New +$4.16K ﹤0.01% 1262

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's EVR Position: Q1 2026 in Review

Smartleaf Asset Management increased its Evercore (EVR) stake by 4.8% in Q1 2026, buying an estimated $3.27K and bringing the position to 218 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Smartleaf Asset Management first reported a position in EVR in Q1 2024 and has held it in 9 quarters since. The position peaked at $71.7K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Smartleaf Asset Management held 218 shares of Evercore worth $62.4K as of Q1 2026.
  • Smartleaf Asset Management bought 10 Evercore shares in Q1 2026, an estimated $3.27K.
  • Evercore made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1338 holding.
  • Smartleaf Asset Management first reported a position in Evercore in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Evercore position peaked at $71.7K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.