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USA FINANCIAL FORMULAS’s Evercore EVR Stock Holding History

USA FINANCIAL FORMULAS’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 		$341 Buy
+1
New +$342 ﹤0.01% 406

Other funds holding EVR

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

USA FINANCIAL FORMULAS's EVR Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Evercore (EVR) in Q2 2026: 1 share worth $341. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings.

281 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1 share of Evercore worth $341 as of Q2 2026.
  • Evercore was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Evercore made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #406 holding.
  • 281 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.