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Sunbelt Securities’s Evercore EVR Stock Holding History

Sunbelt Securities’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 		$3.28K Hold
11
– – ﹤0.01% 1795
2025
Q4 		$3.74K Hold
11
– – ﹤0.01% 1705
2025
Q3 		$3.71K Buy
+11
New +$3.45K ﹤0.01% 1706

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

Sunbelt Securities's EVR Position: Q1 2026 in Review

Sunbelt Securities held its Evercore (EVR) position steady in Q1 2026 at 11 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Sunbelt Securities first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.74K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Sunbelt Securities held 11 shares of Evercore worth $3.28K as of Q1 2026.
  • Sunbelt Securities left its Evercore share count unchanged in Q1 2026.
  • Evercore made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1795 holding.
  • Sunbelt Securities first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Evercore position peaked at $3.74K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.