Washington Trust Advisors’s Evercore EVR Stock Holding History

Washington Trust 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	$2.26M	Sell	6,633 -150	-2%	-$51.3K	0.17%	80
2026 Q1	$2.02M	Sell	6,783 -125	-2%	-$40.9K	0.16%	80
2025 Q4	$2.35M	Sell	6,908 -137	-2%	-$44K	0.18%	74
2025 Q3	$2.38M	Hold	7,045	–	–	0.18%	72
2025 Q2	$1.9M	Hold	7,045	–	–	0.15%	76
2025 Q1	$1.41M	Sell	7,045 -200	-3%	-$49.8K	0.12%	81
2024 Q4	$2.01M	Hold	7,245	–	–	0.17%	72
2024 Q3	$1.84M	Hold	7,245	–	–	0.16%	73
2024 Q2	$1.51M	Sell	7,245 -100	-1%	-$19.5K	0.14%	76
2024 Q1	$1.41M	Sell	7,345 -900	-11%	-$163K	0.13%	79
2023 Q4	$1.41M	Sell	8,245 -125	-1%	-$18.1K	0.14%	78
2023 Q3	$1.15M	Sell	8,370 -500	-6%	-$67.9K	0.12%	81
2023 Q2	$1.1M	Hold	8,870	–	–	0.11%	88
2023 Q1	$1.02M	Sell	8,870 -100	-1%	-$12.4K	0.1%	92
2022 Q4	$978K	Hold	8,970	–	–	0.11%	100
2022 Q3	$738K	Sell	8,970 -250	-3%	-$23.6K	0.07%	112
2022 Q2	$863K	Sell	9,220 -500	-5%	-$53.3K	0.08%	105
2022 Q1	$1.08M	Sell	9,720 -2,130	-18%	-$262K	0.08%	108
2021 Q4	$1.61M	Buy	+11,850	New	+$1.73M	0.11%	96

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

Washington Trust Advisors's EVR Position: Q2 2026 in Review

Washington Trust Advisors reduced its Evercore (EVR) stake by 2.2% in Q2 2026, selling an estimated $51.3K and leaving 6,633 shares worth $2.26M. The position accounts for 0.17% of the portfolio, ranked #80.

Washington Trust Advisors first reported a position in EVR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.38M in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Washington Trust Advisors held 6,633 shares of Evercore worth $2.26M as of Q2 2026.
Washington Trust Advisors sold 150 Evercore shares in Q2 2026, an estimated $51.3K.
Evercore made up 0.17% of Washington Trust Advisors's portfolio in Q2 2026, its #80 holding.
Washington Trust Advisors first reported a position in Evercore in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Evercore position peaked at $2.38M in Q3 2025.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.