Vise Technologies’s Evercore EVR Stock Holding History

Vise Technologies’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	$615K	Hold	1,808	–	–	0.01%	774
2025 Q4	$615K	Buy	1,808 +1,051	+139%	+$338K	0.01%	779
2025 Q3	$255K	Buy	+757	New	+$237K	0.01%	987

Other funds holding EVR

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vise Technologies's EVR Position: Q1 2026 in Review

Vise Technologies held its Evercore (EVR) position steady in Q1 2026 at 1,808 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #774.

Vise Technologies first reported a position in EVR in Q3 2025 and has held it in 3 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Vise Technologies held 1,808 shares of Evercore worth $615K as of Q1 2026.
Vise Technologies left its Evercore share count unchanged in Q1 2026.
Evercore made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #774 holding.
Vise Technologies first reported a position in Evercore in Q3 2025 and has held it in 3 quarters since.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.