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TD Private Client Wealth’s Evercore EVR Stock Holding History

TD Private Client Wealth’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 		$192K Buy
563
+7
+1% +$2.4K ﹤0.01% 675
2026
Q1 		$166K Sell
556
-17
-3% -$5.57K ﹤0.01% 683
2025
Q4 		$195K Sell
573
-4
-0.7% -$1.29K ﹤0.01% 663
2025
Q3 		$195K Sell
577
-203
-26% -$63.6K ﹤0.01% 659
2025
Q2 		$211K Sell
780
-1,904
-71% -$419K 0.01% 619
2025
Q1 		$536K Buy
2,684
+1,530
+133% +$381K 0.01% 428
2024
Q4 		$320K Sell
1,154
-3,165
-73% -$897K 0.01% 524
2024
Q3 		$1.09M Buy
4,319
+111
+3% +$26.4K 0.03% 349
2024
Q2 		$877K Sell
4,208
-23
-0.5% -$4.48K 0.03% 367
2024
Q1 		$815K Buy
4,231
+368
+10% +$66.6K 0.03% 377
2023
Q4 		$661K Buy
3,863
+3,250
+530% +$471K 0.02% 395
2023
Q3 		$84.5K Sell
613
-45
-7% -$6.11K ﹤0.01% 678
2023
Q2 		$81.3K Buy
658
+69
+12% +$7.94K ﹤0.01% 699
2023
Q1 		$68K Buy
589
+39
+7% +$4.85K ﹤0.01% 714
2022
Q4 		$60K Buy
550
+211
+62% +$22K ﹤0.01% 705
2022
Q3 		$27.9K Hold
339
– – ﹤0.01% 849
2022
Q2 		$31.7K Buy
339
+82
+32% +$8.74K ﹤0.01% 824
2022
Q1 		$28.6K Buy
257
+251
+4,183% +$30.9K ﹤0.01% 883
2021
Q4 		$815 Sell
6
-5
-45% -$729 ﹤0.01% 1082
2021
Q3 		$1.47K Hold
11
– – ﹤0.01% 1056
2021
Q2 		$1.55K Hold
11
– – ﹤0.01% 1057
2021
Q1 		$1.45K Hold
11
– – ﹤0.01% 1027
2020
Q4 		$1.21K Hold
11
– – ﹤0.01% 997
2020
Q3 		$720 Hold
11
– – ﹤0.01% 993
2020
Q2 		$648 Buy
+11
New +$598 ﹤0.01% 999

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

TD Private Client Wealth's EVR Position: Q2 2026 in Review

TD Private Client Wealth increased its Evercore (EVR) stake by 1.3% in Q2 2026, buying an estimated $2.4K and bringing the position to 563 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

TD Private Client Wealth first reported a position in EVR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.09M in Q3 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • TD Private Client Wealth held 563 shares of Evercore worth $192K as of Q2 2026.
  • TD Private Client Wealth bought 7 Evercore shares in Q2 2026, an estimated $2.4K.
  • Evercore made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #675 holding.
  • TD Private Client Wealth first reported a position in Evercore in Q2 2020 and has held it in 25 quarters since.
  • TD Private Client Wealth's Evercore position peaked at $1.09M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.