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SOA Wealth Advisors’s Evercore EVR Stock Holding History

SOA Wealth 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 		$4.78K Buy
+14
New +$4.79K ﹤0.01% 706

Other funds holding EVR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOA Wealth Advisors's EVR Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Evercore (EVR) in Q2 2026: 14 shares worth $4.78K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

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

  • SOA Wealth Advisors held 14 shares of Evercore worth $4.78K as of Q2 2026.
  • Evercore was a new SOA Wealth Advisors position in Q2 2026.
  • Evercore made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #706 holding.
  • 101 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.