Sound Income Strategies’s Evercore EVR Stock Holding History

Sound Income Strategies’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	–	Sell	-10	Closed	-$3.01K	–	1053
2026 Q1	$3.01K	Hold	10	–	–	﹤0.01%	2034
2025 Q4	$3.79K	Hold	10	–	–	﹤0.01%	1926
2025 Q3	$3.14K	Hold	10	–	–	﹤0.01%	1273
2025 Q2	$2.7K	Hold	10	–	–	﹤0.01%	1214
2025 Q1	$2K	Hold	10	–	–	﹤0.01%	1235
2024 Q4	$2.77K	Hold	10	–	–	﹤0.01%	1109
2024 Q3	$2.53K	Hold	10	–	–	﹤0.01%	1087
2024 Q2	$2.08K	Sell	10 -2	-17%	-$389	﹤0.01%	1100
2024 Q1	$2.31K	Sell	12 -1	-8%	-$181	﹤0.01%	1032
2023 Q4	$2.22K	Buy	13 +3	+30%	+$434	﹤0.01%	1043
2023 Q3	$1.38K	Hold	10	–	–	﹤0.01%	961
2023 Q2	$1.24K	Hold	10	–	–	﹤0.01%	947
2023 Q1	$1.15K	Buy	+10	New	+$1.24K	﹤0.01%	914

Other funds holding EVR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Sound Income Strategies's EVR Position: Q2 2026 in Review

Sound Income Strategies sold out of Evercore (EVR) in Q2 2026, closing a stake of 10 shares — an estimated $3.01K sold.

Sound Income Strategies first reported a position in EVR in Q1 2023 and held it in 13 quarters. The position peaked at $3.79K in Q4 2025. 240 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Sound Income Strategies reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 10 Evercore shares in Q2 2026, an estimated $3.01K.
Sound Income Strategies first reported a position in Evercore in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's Evercore position peaked at $3.79K in Q4 2025.
240 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.