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Valeo Financial Advisors’s Evercore EVR Stock Holding History

Valeo 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 		– Sell
-825
Closed -$281K – 798
2025
Q4 		$281K Sell
825
-122
-13% -$39.2K 0.01% 648
2025
Q3 		$319K Buy
947
+27
+3% +$8.46K 0.01% 588
2025
Q2 		$248K Buy
+920
New +$202K 0.01% 639
2025
Q1 		– Sell
-920
Closed -$255K – 713
2024
Q4 		$255K Sell
920
-100
-10% -$28.3K 0.01% 591
2024
Q3 		$258K Sell
1,020
-500
-33% -$119K 0.01% 575
2024
Q2 		$317K Sell
1,520
-100
-6% -$19.5K 0.01% 506
2024
Q1 		$302K Buy
+1,620
New +$293K 0.01% 500
2021
Q2 		– Sell
-29
Closed -$4K – 918
2021
Q1 		$4K Buy
+29
New +$3.54K ﹤0.01% 1617
2020
Q3 		– Sell
-95
Closed -$6K – 1754
2020
Q2 		$6K Buy
95
+66
+228% +$3.59K ﹤0.01% 1445
2020
Q1 		$2K Buy
+29
New +$1.94K ﹤0.01% 1514
2018
Q4 		– Sell
-26
Closed -$2K – 1566
2018
Q3 		$2K Buy
+26
New +$2.8K ﹤0.01% 1457
2018
Q2 		– Sell
-73
Closed -$6K – 1658
2018
Q1 		$6K Buy
+73
New +$6.88K ﹤0.01% 1069

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's EVR Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 825 shares — an estimated $281K sold.

Valeo Financial Advisors first reported a position in EVR in Q1 2018 and held it in 12 quarters. The position peaked at $319K in Q3 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 825 Evercore shares in Q1 2026, an estimated $281K.
  • Valeo Financial Advisors first reported a position in Evercore in Q1 2018 and held it in 12 quarters.
  • Valeo Financial Advisors's Evercore position peaked at $319K in Q3 2025.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.