United Financial Planning Group’s Evercore EVR Stock Holding History

United Financial Planning Group’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	$8.88K	Hold	26	–	–	﹤0.01%	267
2026 Q1	$7.76K	Buy	+26	New	+$8.51K	﹤0.01%	248

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

United Financial Planning Group's EVR Position: Q2 2026 in Review

United Financial Planning Group held its Evercore (EVR) position steady in Q2 2026 at 26 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

United Financial Planning Group first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

United Financial Planning Group held 26 shares of Evercore worth $8.88K as of Q2 2026.
United Financial Planning Group left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #267 holding.
United Financial Planning Group first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.