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
Q2 		$73.2K Hold
218
– – ﹤0.01% 1310
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 $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

Smartleaf Asset Management's EVR Position: Q2 2026 in Review

Smartleaf Asset Management held its Evercore (EVR) position steady in Q2 2026 at 218 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Smartleaf Asset Management first reported a position in EVR in Q1 2024 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Smartleaf Asset Management held 218 shares of Evercore worth $73.2K as of Q2 2026.
  • Smartleaf Asset Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1310 holding.
  • Smartleaf Asset Management first reported a position in Evercore in Q1 2024 and has held it in 10 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.