SYM Financial Corp
EVR icon

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
Q3 		$235K Buy
911
+61
+7% +$18.6K 0.02% 357
2026
Q2 		$290K Buy
850
+77
+10% +$26.3K 0.02% 268
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

SYM Financial Corp's EVR Position: Q3 2026 in Review

SYM Financial Corp increased its Evercore (EVR) stake by 7.2% in Q3 2026, buying an estimated $18.6K and bringing the position to 911 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #357.

SYM Financial Corp first reported a position in EVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $290K in Q2 2026. 377 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • SYM Financial Corp held 911 shares of Evercore worth $235K as of Q3 2026.
  • SYM Financial Corp bought 61 Evercore shares in Q3 2026, an estimated $18.6K.
  • Evercore made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #357 holding.
  • SYM Financial Corp first reported a position in Evercore in Q3 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's Evercore position peaked at $290K in Q2 2026.
  • 377 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.