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Twin Peaks Wealth Advisors’s Evercore EVR Stock Holding History

Twin Peaks Wealth 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 		$18.8K Buy
+63
New +$20.6K ﹤0.01% 750
2025
Q3 		– Sell
-60
Closed -$18.5K – 782
2025
Q2 		$18.5K Buy
+60
New +$13.2K 0.01% 632

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

Twin Peaks Wealth Advisors's EVR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Evercore (EVR) in Q1 2026: 63 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EVR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EVR in Q2 2025 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 63 shares of Evercore worth $18.8K as of Q1 2026.
  • Evercore was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Evercore made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #750 holding.
  • Twin Peaks Wealth Advisors first reported a position in Evercore in Q2 2025 and has held it in 2 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.