UCFA
EVR icon

United Capital Financial Advisors’s Evercore EVR Stock Holding History

United Capital Financial 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 		$353K Buy
1,181
+30
+3% +$9.82K ﹤0.01% 1251
2025
Q4 		$392K Buy
1,151
+456
+66% +$147K ﹤0.01% 1061
2025
Q3 		$234K Buy
+695
New +$218K ﹤0.01% 1101
2025
Q1 		– Sell
-1,120
Closed -$310K – 1080
2024
Q4 		$310K Buy
1,120
+2
+0.2% +$567 ﹤0.01% 868
2024
Q3 		$283K Buy
+1,118
New +$266K ﹤0.01% 898
2020
Q1 		– Sell
-46,524
Closed -$3.48M – 1243
2019
Q4 		$3.48M Buy
+46,524
New +$3.55M 0.02% 485
2019
Q3 		– Sell
-6,758
Closed -$599K – 1369
2019
Q2 		$599K Sell
6,758
-919
-12% -$81.8K ﹤0.01% 984
2019
Q1 		$699K Sell
7,677
-90
-1% -$7.9K ﹤0.01% 882
2018
Q4 		$556K Sell
7,767
-4,708
-38% -$387K ﹤0.01% 886
2018
Q3 		$1.26M Sell
12,475
-549
-4% -$59.2K 0.01% 716
2018
Q2 		$1.37M Sell
13,024
-34
-0.3% -$3.51K 0.01% 682
2018
Q1 		$1.14M Buy
13,058
+166
+1% +$15.6K 0.01% 744
2017
Q4 		$1.16M Sell
12,892
-85
-0.7% -$7.09K 0.01% 747
2017
Q3 		$1.04M Buy
12,977
+2,074
+19% +$156K 0.01% 767
2017
Q2 		$769K Buy
+10,903
New +$793K 0.01% 835

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

United Capital Financial Advisors's EVR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Evercore (EVR) stake by 2.6% in Q1 2026, buying an estimated $9.82K and bringing the position to 1,181 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

United Capital Financial Advisors first reported a position in EVR in Q2 2017 and has held it in 15 quarters since. The position peaked at $3.48M in Q4 2019. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • United Capital Financial Advisors held 1,181 shares of Evercore worth $353K as of Q1 2026.
  • United Capital Financial Advisors bought 30 Evercore shares in Q1 2026, an estimated $9.82K.
  • Evercore made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1251 holding.
  • United Capital Financial Advisors first reported a position in Evercore in Q2 2017 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Evercore position peaked at $3.48M in Q4 2019.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.