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Wedmont Private Capital’s Evercore EVR Stock Holding History

Wedmont Private Capital’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
Q3 		$336K Buy
1,259
+50
+4% +$15.2K 0.01% 730
2026
Q2 		$405K Buy
1,209
+128
+12% +$43.8K 0.01% 634
2026
Q1 		$352K Buy
1,081
+166
+18% +$54.4K 0.01% 613
2025
Q4 		$341K Buy
915
+35
+4% +$11.3K 0.01% 604
2025
Q3 		$285K Buy
880
+20
+2% +$6.27K 0.01% 626
2025
Q2 		$252K Buy
+860
New +$189K 0.01% 643

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedmont Private Capital's EVR Position: Q3 2026 in Review

Wedmont Private Capital increased its Evercore (EVR) stake by 4.1% in Q3 2026, buying an estimated $15.2K and bringing the position to 1,259 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #730.

Wedmont Private Capital first reported a position in EVR in Q2 2025 and has held it in 6 quarters since. The position peaked at $405K in Q2 2026. 17 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Wedmont Private Capital held 1,259 shares of Evercore worth $336K as of Q3 2026.
  • Wedmont Private Capital bought 50 Evercore shares in Q3 2026, an estimated $15.2K.
  • Evercore made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #730 holding.
  • Wedmont Private Capital first reported a position in Evercore in Q2 2025 and has held it in 6 quarters since.
  • Wedmont Private Capital's Evercore position peaked at $405K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.