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Steward Partners Investment Advisory’s Evercore EVR Stock Holding History

Steward Partners Investment Advisory’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 		$452K Buy
1,515
+1,162
+329% +$380K ﹤0.01% 1574
2025
Q4 		$120K Sell
353
-95
-21% -$30.5K ﹤0.01% 2199
2025
Q3 		$151K Buy
448
+239
+114% +$74.9K ﹤0.01% 2010
2025
Q2 		$56.6K Buy
209
+127
+155% +$27.9K ﹤0.01% 2410
2025
Q1 		$16.5K Sell
82
-9,634
-99% -$2.4M ﹤0.01% 2891
2024
Q4 		$2.69M Buy
9,716
+9,650
+14,621% +$2.73M 0.02% 549
2024
Q3 		$16.8K Sell
66
-24
-27% -$5.71K ﹤0.01% 2732
2024
Q2 		$18.8K Sell
90
-170
-65% -$33.1K ﹤0.01% 2563
2024
Q1 		$50.1K Sell
260
-1,056
-80% -$191K ﹤0.01% 2118
2023
Q4 		$225K Sell
1,316
-120
-8% -$17.4K ﹤0.01% 1330
2023
Q3 		$198K Sell
1,436
-328
-19% -$44.5K ﹤0.01% 1288
2023
Q2 		$218K Buy
1,764
+47
+3% +$5.41K ﹤0.01% 1244
2023
Q1 		$198K Sell
1,717
-61
-3% -$7.58K ﹤0.01% 1293
2022
Q4 		$194K Buy
1,778
+91
+5% +$9.5K ﹤0.01% 1251
2022
Q3 		$139K Buy
1,687
+1,650
+4,459% +$156K ﹤0.01% 1358
2022
Q2 		$3K Buy
37
+6
+19% +$639 ﹤0.01% 2906
2022
Q1 		$4K Hold
31
– – ﹤0.01% 2943
2021
Q4 		$4K Hold
31
– – ﹤0.01% 2874
2021
Q3 		$4K Hold
31
– – ﹤0.01% 2856
2021
Q2 		$4K Sell
31
-300
-91% -$41.9K ﹤0.01% 6681
2021
Q1 		$43.6K Buy
331
+300
+968% +$36.6K ﹤0.01% 2065
2020
Q4 		$3K Sell
31
-199
-87% -$17.7K ﹤0.01% 2618
2020
Q3 		$15K Hold
230
– – ﹤0.01% 1978
2020
Q2 		$14K Sell
230
-19
-8% -$1.03K ﹤0.01% 1894
2020
Q1 		$11K Sell
249
-9,251
-97% -$620K ﹤0.01% 1815
2019
Q4 		$710K Sell
9,500
-53
-0.6% -$4.04K 0.02% 537
2019
Q3 		$765K Buy
9,553
+32
+0.3% +$2.65K 0.03% 475
2019
Q2 		$843K Sell
9,521
-57
-0.6% -$5.07K 0.03% 423
2019
Q1 		$871K Buy
9,578
+23
+0.2% +$2.02K 0.04% 391
2018
Q4 		$683K Sell
9,555
-30
-0.3% -$2.46K 0.03% 412
2018
Q3 		$964K Buy
9,585
+30
+0.3% +$3.23K 0.05% 350
2018
Q2 		$1.01M Sell
9,555
-22
-0.2% -$2.27K 0.06% 298
2018
Q1 		$835K Buy
9,577
+114
+1% +$10.7K 0.06% 298
2017
Q4 		$851K Buy
9,463
+244
+3% +$20.4K 0.07% 261
2017
Q3 		$739K Buy
9,219
+120
+1% +$9.02K 0.08% 232
2017
Q2 		$641K Buy
9,099
+8,511
+1,447% +$619K 0.07% 238
2017
Q1 		$45K Buy
588
+388
+194% +$30.1K 0.01% 572
2016
Q4 		$13K Buy
+200
New +$12.3K 0.01% 512

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

Steward Partners Investment Advisory's EVR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Evercore (EVR) stake by 329% in Q1 2026, buying an estimated $380K and bringing the position to 1,515 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Steward Partners Investment Advisory first reported a position in EVR in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.69M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Steward Partners Investment Advisory held 1,515 shares of Evercore worth $452K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,162 Evercore shares in Q1 2026, an estimated $380K.
  • Evercore made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1574 holding.
  • Steward Partners Investment Advisory first reported a position in Evercore in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Evercore position peaked at $2.69M in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.