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Transamerica Financial Advisors’s Evercore EVR Stock Holding History

Transamerica Financial Advisors’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 		$20K Sell
58
-13,505
-100% -$4.62M ﹤0.01% 875
2026
Q1 		$4.05M Sell
13,563
-875
-6% -$287K 0.35% 75
2025
Q4 		$4.91M Buy
14,438
+13,411
+1,306% +$4.31M 0.41% 67
2025
Q3 		$346K Buy
+1,027
New +$322K 0.03% 267

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

Transamerica Financial Advisors's EVR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Evercore (EVR) stake by 100% in Q2 2026, selling an estimated $4.62M and leaving 58 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Transamerica Financial Advisors first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.91M in Q4 2025. 711 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Transamerica Financial Advisors held 58 shares of Evercore worth $20K as of Q2 2026.
  • Transamerica Financial Advisors sold 13,505 Evercore shares in Q2 2026, an estimated $4.62M.
  • Evercore made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #875 holding.
  • Transamerica Financial Advisors first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Evercore position peaked at $4.91M in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.