U.S. Capital Wealth Advisors’s Evercore EVR Stock Holding History

U.S. Capital 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	$1.47M	Buy	+4,932	New	+$1.61M	0.04%	410
2025 Q2	–	Sell	-10,140	Closed	-$2.03M	–	902
2025 Q1	$2.03M	Buy	10,140 +72	+0.7%	+$17.9K	0.06%	284
2024 Q4	$2.79M	Buy	+10,068	New	+$2.85M	0.09%	239
2022 Q1	–	Sell	-22,682	Closed	-$3.08M	–	719
2021 Q4	$3.08M	Sell	22,682 -657	-3%	-$95.8K	0.12%	184
2021 Q3	$3.12M	Buy	+23,339	New	+$3.17M	0.14%	177

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's EVR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Evercore (EVR) in Q1 2026: 4,932 shares worth $1.47M. The stake represents 0.04% of the portfolio and ranks #410 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in EVR as recently as Q1 2025.

U.S. Capital Wealth Advisors first reported a position in EVR in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.12M in Q3 2021. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

U.S. Capital Wealth Advisors held 4,932 shares of Evercore worth $1.47M as of Q1 2026.
Evercore was a new U.S. Capital Wealth Advisors position in Q1 2026.
Evercore made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #410 holding.
U.S. Capital Wealth Advisors first reported a position in Evercore in Q3 2021 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's Evercore position peaked at $3.12M in Q3 2021.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.