VestGen Advisors’s Evercore EVR Stock Holding History

VestGen 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 Q2	$307K	Sell	900 -2	-0.2%	-$684	0.01%	833
2026 Q1	$308K	Buy	+902	New	+$295K	0.01%	829

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

VestGen Advisors's EVR Position: Q2 2026 in Review

VestGen Advisors reduced its Evercore (EVR) stake by 0.22% in Q2 2026, selling an estimated $684 and leaving 900 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #833.

VestGen Advisors first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $308K in Q1 2026. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

VestGen Advisors held 900 shares of Evercore worth $307K as of Q2 2026.
VestGen Advisors sold 2 Evercore shares in Q2 2026, an estimated $684.
Evercore made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #833 holding.
VestGen Advisors first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
VestGen Advisors's Evercore position peaked at $308K in Q1 2026.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.