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Waverly Advisors’s Evercore EVR Stock Holding History

Waverly 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 		$696K Buy
2,037
+127
+7% +$43.5K ﹤0.01% 1026
2026
Q1 		$570K Buy
1,910
+918
+93% +$301K ﹤0.01% 1020
2025
Q4 		$338K Buy
992
+315
+47% +$101K ﹤0.01% 1162
2025
Q3 		$228K Buy
+677
New +$212K ﹤0.01% 1153

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Waverly Advisors's EVR Position: Q2 2026 in Review

Waverly Advisors increased its Evercore (EVR) stake by 6.6% in Q2 2026, buying an estimated $43.5K and bringing the position to 2,037 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Waverly Advisors first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Waverly Advisors held 2,037 shares of Evercore worth $696K as of Q2 2026.
  • Waverly Advisors bought 127 Evercore shares in Q2 2026, an estimated $43.5K.
  • Evercore made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1026 holding.
  • Waverly Advisors first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.