TCA
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Transcend Capital Advisors’s Evercore EVR Stock Holding History

Transcend Capital 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
Q1 		$425K Buy
1,424
+333
+31% +$109K 0.03% 426
2025
Q4 		$371K Buy
1,091
+116
+12% +$37.3K 0.03% 453
2025
Q3 		$329K Buy
975
+208
+27% +$65.2K 0.02% 503
2025
Q2 		$207K Buy
+767
New +$169K 0.02% 578

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transcend Capital Advisors's EVR Position: Q1 2026 in Review

Transcend Capital Advisors increased its Evercore (EVR) stake by 31% in Q1 2026, buying an estimated $109K and bringing the position to 1,424 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #426.

Transcend Capital Advisors first reported a position in EVR in Q2 2025 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Transcend Capital Advisors held 1,424 shares of Evercore worth $425K as of Q1 2026.
  • Transcend Capital Advisors bought 333 Evercore shares in Q1 2026, an estimated $109K.
  • Evercore made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #426 holding.
  • Transcend Capital Advisors first reported a position in Evercore in Q2 2025 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.