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Vermillion & White Wealth Management Group’s Evercore EVR Stock Holding History

Vermillion & White Wealth Management 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
Q1 		– Sell
-79
Closed -$26.9K – 225
2025
Q4 		$26.9K Hold
79
– – 0.01% 219
2025
Q3 		$26.6K Buy
79
+47
+147% +$14.7K 0.02% 221
2025
Q2 		$8.64K Hold
32
– – 0.01% 316
2025
Q1 		$6.39K Buy
+32
New +$7.97K ﹤0.01% 325

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vermillion & White Wealth Management Group's EVR Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Evercore (EVR) in Q1 2026, closing a stake of 79 shares — an estimated $26.9K sold.

Vermillion & White Wealth Management Group first reported a position in EVR in Q1 2025 and held it in 4 quarters. The position peaked at $26.9K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 79 Evercore shares in Q1 2026, an estimated $26.9K.
  • Vermillion & White Wealth Management Group first reported a position in Evercore in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Evercore position peaked at $26.9K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.