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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
Q3 		$5.67K Hold
22
– – ﹤0.01% 655
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Toth Financial Advisory's EVR Position: Q3 2026 in Review

Toth Financial Advisory held its Evercore (EVR) position steady in Q3 2026 at 22 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Toth Financial Advisory first reported a position in EVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.51K in Q2 2026. 17 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Toth Financial Advisory held 22 shares of Evercore worth $5.67K as of Q3 2026.
  • Toth Financial Advisory left its Evercore share count unchanged in Q3 2026.
  • Evercore made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #655 holding.
  • Toth Financial Advisory first reported a position in Evercore in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's Evercore position peaked at $7.51K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.