Symphony Financial’s Evercore EVR Stock Holding History

Symphony 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	$267K	Sell	784 -9	-1%	-$3.08K	0.03%	294
2026 Q1	$236K	Buy	+793	New	+$260K	0.03%	278
2025 Q4	–	Sell	-715	Closed	-$241K	–	296
2025 Q3	$241K	Buy	+715	New	+$224K	0.03%	246

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Symphony Financial's EVR Position: Q2 2026 in Review

Symphony Financial reduced its Evercore (EVR) stake by 1.1% in Q2 2026, selling an estimated $3.08K and leaving 784 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #294.

Symphony Financial first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Symphony Financial held 784 shares of Evercore worth $267K as of Q2 2026.
Symphony Financial sold 9 Evercore shares in Q2 2026, an estimated $3.08K.
Evercore made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #294 holding.
Symphony Financial first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.