Toth Financial Advisory’s Evercore EVR Stock Holding History

Toth Financial Advisory’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	$7.51K	Hold	22	–	–	﹤0.01%	614
2026 Q1	$6.57K	Hold	22	–	–	﹤0.01%	610
2025 Q4	$7.49K	Hold	22	–	–	﹤0.01%	595
2025 Q3	$7.42K	Buy	+22	New	+$6.89K	﹤0.01%	565

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

Toth Financial Advisory's EVR Position: Q2 2026 in Review

Toth Financial Advisory held its Evercore (EVR) position steady in Q2 2026 at 22 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Toth Financial Advisory first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Toth Financial Advisory held 22 shares of Evercore worth $7.51K as of Q2 2026.
Toth Financial Advisory left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #614 holding.
Toth Financial Advisory first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.