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RAFFA WEALTH MANAGEMENT, LLC’s Evercore EVR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$683 Buy
+2
New +$684 ﹤0.01% 1128
2017
Q3 		– Sell
-14
Closed -$987 – 309
2017
Q2 		$987 Buy
+14
New +$1.02K ﹤0.01% 355
2017
Q1 		– Sell
-10
Closed -$687 – 529
2016
Q4 		$687 Hold
10
– – ﹤0.01% 590
2016
Q3 		$515 Hold
10
– – ﹤0.01% 713
2016
Q2 		$442 Hold
10
– – ﹤0.01% 738
2016
Q1 		$518 Hold
10
– – ﹤0.01% 674
2015
Q4 		$541 Hold
10
– – ﹤0.01% 657
2015
Q3 		$502 Hold
10
– – ﹤0.01% 673
2015
Q2 		$540 Hold
10
– – ﹤0.01% 668
2015
Q1 		$517 Buy
+10
New +$508 ﹤0.01% 702

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EVR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Evercore (EVR) in Q2 2026: 2 shares worth $683. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in EVR as recently as Q2 2017.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EVR in Q1 2015 and has held it in 10 quarters since. The position peaked at $987 in Q2 2017. 182 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2 shares of Evercore worth $683 as of Q2 2026.
  • Evercore was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • Evercore made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1128 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Evercore in Q1 2015 and has held it in 10 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Evercore position peaked at $987 in Q2 2017.
  • 182 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.