Waypoint Wealth Counsel’s Evercore EVR Stock Holding History

Waypoint Wealth Counsel’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	–	Sell	-590	Closed	-$201K	–	255
2025 Q4	$201K	Sell	590 -13	-2%	-$4.18K	0.07%	273
2025 Q3	$203K	Buy	+603	New	+$189K	0.08%	251

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

Waypoint Wealth Counsel's EVR Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Evercore (EVR) in Q1 2026, closing a stake of 590 shares — an estimated $201K sold.

Waypoint Wealth Counsel first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $203K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Waypoint Wealth Counsel reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 590 Evercore shares in Q1 2026, an estimated $201K.
Waypoint Wealth Counsel first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
Waypoint Wealth Counsel's Evercore position peaked at $203K in Q3 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.