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Wealthspire Advisors (New York)’s Evercore EVR Stock Holding History

Wealthspire Advisors (New York)’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 		$388K Sell
1,299
-158
-11% -$51.7K ﹤0.01% 652
2025
Q4 		$496K Buy
1,457
+543
+59% +$175K ﹤0.01% 608
2025
Q3 		$308K Sell
914
-66
-7% -$20.7K ﹤0.01% 657
2025
Q2 		$265K Buy
+980
New +$216K ﹤0.01% 702
2025
Q1 		– Sell
-963
Closed -$267K – 804
2024
Q4 		$267K Buy
963
+74
+8% +$21K ﹤0.01% 669
2024
Q3 		$225K Buy
+889
New +$212K ﹤0.01% 684
2022
Q1 		– Sell
-27,445
Closed -$3.73M – 475
2021
Q4 		$3.73M Buy
+27,445
New +$4M 0.08% 94

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s EVR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Evercore (EVR) stake by 11% in Q1 2026, selling an estimated $51.7K and leaving 1,299 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Wealthspire Advisors (New York) first reported a position in EVR in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.73M in Q4 2021. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,299 shares of Evercore worth $388K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 158 Evercore shares in Q1 2026, an estimated $51.7K.
  • Evercore made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #652 holding.
  • Wealthspire Advisors (New York) first reported a position in Evercore in Q4 2021 and has held it in 7 quarters since.
  • Wealthspire Advisors (New York)'s Evercore position peaked at $3.73M in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.