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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
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 $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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's EVR Position: Q1 2026 in Review

Waverly Advisors increased its Evercore (EVR) stake by 93% in Q1 2026, buying an estimated $301K and bringing the position to 1,910 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Waverly Advisors 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.

  • Waverly Advisors held 1,910 shares of Evercore worth $570K as of Q1 2026.
  • Waverly Advisors bought 918 Evercore shares in Q1 2026, an estimated $301K.
  • Evercore made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1020 holding.
  • Waverly Advisors 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.