United Capital Financial Advisors
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
Q2 		$900K Buy
2,636
+1,455
+123% +$498K 0.01% 840
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

United Capital Financial Advisors's EVR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Evercore (EVR) stake by 123% in Q2 2026, buying an estimated $498K and bringing the position to 2,636 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #840.

United Capital Financial Advisors first reported a position in EVR in Q2 2017 and has held it in 16 quarters since. The position peaked at $3.48M in Q4 2019. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • United Capital Financial Advisors held 2,636 shares of Evercore worth $900K as of Q2 2026.
  • United Capital Financial Advisors bought 1,455 Evercore shares in Q2 2026, an estimated $498K.
  • Evercore made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #840 holding.
  • United Capital Financial Advisors first reported a position in Evercore in Q2 2017 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Evercore position peaked at $3.48M in Q4 2019.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.