Tradewinds Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.8K | Hold |
55
| – | – | ﹤0.01% | 325 |
|
|
2026
Q1 | $16.4K | Hold |
55
| – | – | ﹤0.01% | 336 |
|
|
2025
Q4 | $18.7K | Hold |
55
| – | – | ﹤0.01% | 314 |
|
|
2025
Q3 | $18.6K | Hold |
55
| – | – | ﹤0.01% | 305 |
|
|
2025
Q2 | $14.9K | Hold |
55
| – | – | ﹤0.01% | 307 |
|
|
2025
Q1 | $11K | Hold |
55
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $15.2K | Hold |
55
| – | – | ﹤0.01% | 325 |
|
|
2024
Q3 | $13.9K | Hold |
55
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $11.5K | Hold |
55
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $10.6K | Hold |
55
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $9.41K | Hold |
55
| – | – | ﹤0.01% | 253 |
|
|
2023
Q3 | $7.58K | Hold |
55
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $6.8K | Hold |
55
| – | – | ﹤0.01% | 256 |
|
|
2023
Q1 | $6.35K | Hold |
55
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 253 |
|
|
2022
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 270 |
|
|
2022
Q1 | $6K | Hold |
55
| – | – | ﹤0.01% | 536 |
|
|
2021
Q4 | $7K | Hold |
55
| – | – | ﹤0.01% | 531 |
|
|
2021
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 508 |
|
|
2021
Q1 | $7K | Hold |
55
| – | – | ﹤0.01% | 497 |
|
|
2020
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 487 |
|
|
2020
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 501 |
|
|
2020
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 523 |
|
|
2020
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 500 |
|
|
2019
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 520 |
|
|
2019
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 448 |
|
|
2019
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 459 |
|
|
2018
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 487 |
|
|
2018
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 475 |
|
|
2018
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 473 |
|
|
2017
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 499 |
|
|
2017
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 507 |
|
|
2017
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 502 |
|
|
2017
Q1 | $4K | Buy |
+55
| New | +$4.27K | ﹤0.01% | 516 |
|
Other funds holding EVR
Tradewinds Capital Management's EVR Position: Q2 2026 in Review
Tradewinds Capital Management held its Evercore (EVR) position steady in Q2 2026 at 55 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #325.
Tradewinds Capital Management first reported a position in EVR in Q1 2017 and has held it in 38 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Tradewinds Capital Management held 55 shares of Evercore worth $18.8K as of Q2 2026.
- Tradewinds Capital Management left its Evercore share count unchanged in Q2 2026.
- Evercore made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #325 holding.
- Tradewinds Capital Management first reported a position in Evercore in Q1 2017 and has held it in 38 quarters since.
- 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.