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Summit Financial’s Evercore EVR Stock Holding History

Summit Financial’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 		$593K Sell
1,988
-65
-3% -$21.3K 0.01% 939
2025
Q4 		$698K Sell
2,053
-58
-3% -$18.6K 0.01% 785
2025
Q3 		$712K Sell
2,111
-40
-2% -$12.5K 0.01% 760
2025
Q2 		$581K Buy
2,151
+603
+39% +$133K 0.01% 541
2025
Q1 		$309K Buy
1,548
+586
+61% +$146K 0.01% 601
2024
Q4 		$267K Buy
+962
New +$273K 0.01% 560

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

Summit Financial's EVR Position: Q1 2026 in Review

Summit Financial reduced its Evercore (EVR) stake by 3.2% in Q1 2026, selling an estimated $21.3K and leaving 1,988 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #939.

Summit Financial first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. The position peaked at $712K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Summit Financial held 1,988 shares of Evercore worth $593K as of Q1 2026.
  • Summit Financial sold 65 Evercore shares in Q1 2026, an estimated $21.3K.
  • Evercore made up 0.01% of Summit Financial's portfolio in Q1 2026, its #939 holding.
  • Summit Financial first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Evercore position peaked at $712K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.