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Spire Wealth Management’s Evercore EVR Stock Holding History

Spire Wealth 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 		– Sell
-2
Closed -$681 – 2307
2025
Q4 		$681 Buy
+2
New +$643 ﹤0.01% 2245
2022
Q1 		– Sell
-633
Closed -$86K – 2630
2021
Q4 		$86K Buy
+633
New +$92.3K ﹤0.01% 1471
2021
Q2 		– Sell
-833
Closed -$108K – 2695
2021
Q1 		$108K Buy
+833
New +$102K ﹤0.01% 1369

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's EVR Position: Q1 2026 in Review

Spire Wealth Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 2 shares — an estimated $681 sold.

Spire Wealth Management first reported a position in EVR in Q1 2021 and held it in 3 quarters. The position peaked at $108K in Q1 2021. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Spire Wealth Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 2 Evercore shares in Q1 2026, an estimated $681.
  • Spire Wealth Management first reported a position in Evercore in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Evercore position peaked at $108K in Q1 2021.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.