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WealthCollab’s Evercore EVR Stock Holding History

WealthCollab’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 		$71K Hold
238
– – 0.03% 168
2025
Q4 		$81K Hold
238
– – 0.03% 158
2025
Q3 		$80.3K Hold
238
– – 0.04% 143
2025
Q2 		$64.3K Buy
238
+70
+42% +$15.4K 0.04% 154
2025
Q1 		$33.6K Buy
168
+35
+26% +$8.72K 0.02% 218
2024
Q4 		$36.9K Sell
133
-31
-19% -$8.78K 0.02% 200
2024
Q3 		$41.5K Hold
164
– – 0.03% 186
2024
Q2 		$34.2K Hold
164
– – 0.02% 195
2024
Q1 		$31.6K Hold
164
– – 0.02% 213
2023
Q4 		$28.1K Buy
+164
New +$23.7K 0.02% 211

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

WealthCollab's EVR Position: Q1 2026 in Review

WealthCollab held its Evercore (EVR) position steady in Q1 2026 at 238 shares worth $71K. The position accounts for 0.03% of the portfolio, ranked #168.

WealthCollab first reported a position in EVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $81K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • WealthCollab held 238 shares of Evercore worth $71K as of Q1 2026.
  • WealthCollab left its Evercore share count unchanged in Q1 2026.
  • Evercore made up 0.03% of WealthCollab's portfolio in Q1 2026, its #168 holding.
  • WealthCollab first reported a position in Evercore in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Evercore position peaked at $81K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.