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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
Q2 		$666K Sell
1,952
-36
-2% -$12.3K 0.01% 991
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Summit Financial's EVR Position: Q2 2026 in Review

Summit Financial reduced its Evercore (EVR) stake by 1.8% in Q2 2026, selling an estimated $12.3K and leaving 1,952 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #991.

Summit Financial first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $712K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Summit Financial held 1,952 shares of Evercore worth $666K as of Q2 2026.
  • Summit Financial sold 36 Evercore shares in Q2 2026, an estimated $12.3K.
  • Evercore made up 0.01% of Summit Financial's portfolio in Q2 2026, its #991 holding.
  • Summit Financial first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Evercore position peaked at $712K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.