Turtle Creek Wealth Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Other funds holding EVR
Turtle Creek Wealth Advisors's EVR Position: Q2 2026 in Review
Turtle Creek Wealth Advisors held its Evercore (EVR) position steady in Q2 2026 at 773 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #391.
Turtle Creek Wealth Advisors first reported a position in EVR in Q4 2023 and has held it in 4 quarters since. The position peaked at $316K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Turtle Creek Wealth Advisors held 773 shares of Evercore worth $264K as of Q2 2026.
- Turtle Creek Wealth Advisors left its Evercore share count unchanged in Q2 2026.
- Evercore made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #391 holding.
- Turtle Creek Wealth Advisors first reported a position in Evercore in Q4 2023 and has held it in 4 quarters since.
- Turtle Creek Wealth Advisors's Evercore position peaked at $316K in Q4 2025.
- 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.