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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
Q2 		$81.3K Hold
238
– – 0.03% 177
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 $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 $3.37T AUM 44.26% 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

WealthCollab's EVR Position: Q2 2026 in Review

WealthCollab held its Evercore (EVR) position steady in Q2 2026 at 238 shares worth $81.3K. The position accounts for 0.03% of the portfolio, ranked #177.

WealthCollab first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • WealthCollab held 238 shares of Evercore worth $81.3K as of Q2 2026.
  • WealthCollab left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.03% of WealthCollab's portfolio in Q2 2026, its #177 holding.
  • WealthCollab first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.