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Snowden Capital Advisors’s Evercore EVR Stock Holding History

Snowden Capital 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
Q1 		– Sell
-599
Closed -$204K – 1308
2025
Q4 		$204K Sell
599
-2
-0.3% -$643 0.01% 1212
2025
Q3 		$203K Buy
+601
New +$188K 0.01% 1196
2022
Q4 		– Sell
-5,124
Closed -$421K – 1147
2022
Q3 		$421K Buy
5,124
+822
+19% +$77.7K 0.02% 720
2022
Q2 		$402K Buy
4,302
+1,784
+71% +$190K 0.02% 731
2022
Q1 		$280K Buy
2,518
+375
+17% +$46.1K 0.01% 859
2021
Q4 		$291K Sell
2,143
-545
-20% -$79.5K 0.01% 576
2021
Q3 		$359K Sell
2,688
-2,218
-45% -$301K 0.02% 626
2021
Q2 		$691K Sell
4,906
-928
-16% -$130K 0.03% 457
2021
Q1 		$769K Buy
5,834
+83
+1% +$10.1K 0.04% 394
2020
Q4 		$631K Buy
5,751
+35
+0.6% +$3.12K 0.04% 387
2020
Q3 		$374K Buy
5,716
+79
+1% +$4.79K 0.03% 434
2020
Q2 		$332K Sell
5,637
-3,698
-40% -$201K 0.03% 444
2020
Q1 		$430K Sell
9,335
-1,297
-12% -$86.9K 0.05% 366
2019
Q4 		$795K Sell
10,632
-7,161
-40% -$546K 0.07% 307
2019
Q3 		$1.43M Buy
17,793
+420
+2% +$34.8K 0.14% 209
2019
Q2 		$1.54M Sell
17,373
-540
-3% -$48.1K 0.16% 195
2019
Q1 		$1.63M Buy
17,913
+388
+2% +$34.1K 0.18% 185
2018
Q4 		$1.25M Sell
17,525
-152
-0.9% -$12.5K 0.16% 204
2018
Q3 		$1.78M Buy
17,677
+646
+4% +$69.6K 0.2% 163
2018
Q2 		$1.8M Buy
17,031
+316
+2% +$32.6K 0.23% 146
2018
Q1 		$1.46M Buy
16,715
+749
+5% +$70.5K 0.21% 167
2017
Q4 		$1.44M Buy
15,966
+1,845
+13% +$154K 0.21% 167
2017
Q3 		$1.13M Buy
14,121
+69
+0.5% +$5.19K 0.18% 177
2017
Q2 		$991K Buy
14,052
+127
+0.9% +$9.24K 0.19% 168
2017
Q1 		$1.08M Buy
13,925
+1,390
+11% +$108K 0.24% 145
2016
Q4 		$861K Buy
+12,535
New +$771K 0.22% 151

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

Snowden Capital Advisors's EVR Position: Q1 2026 in Review

Snowden Capital Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 599 shares — an estimated $204K sold.

Snowden Capital Advisors first reported a position in EVR in Q4 2016 and held it in 26 quarters. The position peaked at $1.8M in Q2 2018. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Snowden Capital Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Snowden Capital Advisors sold 599 Evercore shares in Q1 2026, an estimated $204K.
  • Snowden Capital Advisors first reported a position in Evercore in Q4 2016 and held it in 26 quarters.
  • Snowden Capital Advisors's Evercore position peaked at $1.8M in Q2 2018.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.