SFC
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SYM Financial Corp’s Evercore EVR Stock Holding History

SYM Financial Corp’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 		$231K Buy
773
+14
+2% +$4.58K 0.02% 282
2025
Q4 		$258K Buy
759
+12
+2% +$3.86K 0.03% 265
2025
Q3 		$252K Buy
+747
New +$234K 0.03% 255

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

SYM Financial Corp's EVR Position: Q1 2026 in Review

SYM Financial Corp increased its Evercore (EVR) stake by 1.8% in Q1 2026, buying an estimated $4.58K and bringing the position to 773 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #282.

SYM Financial Corp first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • SYM Financial Corp held 773 shares of Evercore worth $231K as of Q1 2026.
  • SYM Financial Corp bought 14 Evercore shares in Q1 2026, an estimated $4.58K.
  • Evercore made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #282 holding.
  • SYM Financial Corp first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
  • SYM Financial Corp's Evercore position peaked at $258K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.