Vermillion Wealth Management’s Evercore EVR Stock Holding History

Vermillion Wealth Management’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	–	Sell	-3	Closed	-$896	–	1829
2026 Q1	$896	Buy	+3	New	+$982	﹤0.01%	849

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 $3.37T AUM 44.26% 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

Vermillion Wealth Management's EVR Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 3 shares — an estimated $896 sold.

Vermillion Wealth Management first reported a position in EVR in Q1 2026 and held it in 1 quarter. The position peaked at $896 in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Vermillion Wealth Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Vermillion Wealth Management sold 3 Evercore shares in Q2 2026, an estimated $896.
Vermillion Wealth Management first reported a position in Evercore in Q1 2026 and held it in 1 quarter.
Vermillion Wealth Management's Evercore position peaked at $896 in Q1 2026.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.