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USA Financial Formulas’s Evercore EVR Stock Holding History

USA Financial Formulas’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 		$341 Hold
1
– – ﹤0.01% 406
2026
Q1 		$299 Hold
1
– – ﹤0.01% 430
2025
Q4 		$340 Buy
+1
New +$321 ﹤0.01% 413
2024
Q2 		– Sell
-1,799
Closed -$346K – 328
2024
Q1 		$346K Buy
+1,799
New +$325K 0.06% 126
2021
Q3 		– Sell
-2,573
Closed -$362K – 426
2021
Q2 		$362K Buy
2,573
+315
+14% +$44K 0.3% 93
2021
Q1 		$297K Buy
+2,258
New +$276K 0.24% 104
2019
Q1 		– Sell
-8,517
Closed -$856K – 189
2018
Q4 		$856K Buy
8,517
+4,885
+134% +$401K 0.21% 84
2018
Q3 		$383K Buy
+3,632
New +$391K 0.1% 161
2017
Q3 		– Sell
-7,166
Closed -$505K – 277
2017
Q2 		$505K Buy
+7,166
New +$521K 0.12% 160

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 $3.37T AUM 44.26% 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

USA Financial Formulas's EVR Position: Q2 2026 in Review

USA Financial Formulas held its Evercore (EVR) position steady in Q2 2026 at 1 share worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #406.

USA Financial Formulas first reported a position in EVR in Q2 2017 and has held it in 9 quarters since. The position peaked at $856K in Q4 2018. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • USA Financial Formulas held 1 share of Evercore worth $341 as of Q2 2026.
  • USA Financial Formulas left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #406 holding.
  • USA Financial Formulas first reported a position in Evercore in Q2 2017 and has held it in 9 quarters since.
  • USA Financial Formulas's Evercore position peaked at $856K in Q4 2018.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.