Wells Fargo’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Sell |
46,000
-842
| -2% | -$276K | ﹤0.01% | 1787 |
|
|
2025
Q4 | $15.9M | Sell |
46,842
-3,143
| -6% | -$1.01M | ﹤0.01% | 1669 |
|
|
2025
Q3 | $16.9M | Sell |
49,985
-6,025
| -11% | -$1.89M | ﹤0.01% | 1600 |
|
|
2025
Q2 | $15.1M | Sell |
56,010
-2,271
| -4% | -$499K | ﹤0.01% | 1608 |
|
|
2025
Q1 | $11.6M | Sell |
58,281
-19,469
| -25% | -$4.85M | ﹤0.01% | 1741 |
|
|
2024
Q4 | $21.6M | Buy |
77,750
+18,196
| +31% | +$5.15M | ﹤0.01% | 1304 |
|
|
2024
Q3 | $15.1M | Buy |
59,554
+5,888
| +11% | +$1.4M | ﹤0.01% | 1513 |
|
|
2024
Q2 | $11.2M | Sell |
53,666
-13,296
| -20% | -$2.59M | ﹤0.01% | 1629 |
|
|
2024
Q1 | $12.9M | Sell |
66,962
-110
| -0.2% | -$19.9K | ﹤0.01% | 1546 |
|
|
2023
Q4 | $11.5M | Sell |
67,072
-12,207
| -15% | -$1.77M | ﹤0.01% | 1591 |
|
|
2023
Q3 | $10.9M | Sell |
79,279
-1,700
| -2% | -$231K | ﹤0.01% | 1497 |
|
|
2023
Q2 | $10M | Sell |
80,979
-58,008
| -42% | -$6.67M | ﹤0.01% | 1602 |
|
|
2023
Q1 | $16M | Sell |
138,987
-10,655
| -7% | -$1.32M | ﹤0.01% | 1264 |
|
|
2022
Q4 | $16.3M | Sell |
149,642
-24
| -0% | -$2.5K | ﹤0.01% | 1229 |
|
|
2022
Q3 | $12.3M | Sell |
149,666
-20,918
| -12% | -$1.98M | ﹤0.01% | 1368 |
|
|
2022
Q2 | $16M | Sell |
170,584
-103,830
| -38% | -$11.1M | ﹤0.01% | 1270 |
|
|
2022
Q1 | $30.5M | Buy |
274,414
+16,153
| +6% | +$1.99M | 0.01% | 1042 |
|
|
2021
Q4 | $35.1M | Sell |
258,261
-308,556
| -54% | -$45M | 0.01% | 971 |
|
|
2021
Q3 | $75.8M | Sell |
566,817
-62,138
| -10% | -$8.44M | 0.02% | 808 |
|
|
2021
Q2 | $88.5M | Buy |
628,955
+64,122
| +11% | +$8.96M | 0.02% | 746 |
|
|
2021
Q1 | $74.4M | Buy |
564,833
+120,445
| +27% | +$14.7M | 0.02% | 839 |
|
|
2020
Q4 | $48.7M | Sell |
444,388
-126,569
| -22% | -$11.3M | 0.01% | 996 |
|
|
2020
Q3 | $37.4M | Sell |
570,957
-145,741
| -20% | -$8.85M | 0.01% | 1020 |
|
|
2020
Q2 | $42.2M | Buy |
716,698
+67,065
| +10% | +$3.65M | 0.01% | 928 |
|
|
2020
Q1 | $29.9M | Buy |
649,633
+238,529
| +58% | +$16M | 0.01% | 1023 |
|
|
2019
Q4 | $30.7M | Sell |
411,104
-349,208
| -46% | -$26.6M | 0.01% | 1197 |
|
|
2019
Q3 | $60.9M | Sell |
760,312
-117,660
| -13% | -$9.75M | 0.02% | 796 |
|
|
2019
Q2 | $77.8M | Sell |
877,972
-85,520
| -9% | -$7.61M | 0.02% | 700 |
|
|
2019
Q1 | $87.7M | Sell |
963,492
-12,966
| -1% | -$1.14M | 0.03% | 609 |
|
|
2018
Q4 | $69.9M | Sell |
976,458
-104,043
| -10% | -$8.54M | 0.02% | 657 |
|
|
2018
Q3 | $109M | Buy |
1,080,501
+273,818
| +34% | +$29.5M | 0.03% | 553 |
|
|
2018
Q2 | $85.1M | Buy |
806,683
+324,761
| +67% | +$33.5M | 0.03% | 641 |
|
|
2018
Q1 | $42M | Buy |
481,922
+26,132
| +6% | +$2.46M | 0.01% | 992 |
|
|
2017
Q4 | $41M | Buy |
455,790
+87,591
| +24% | +$7.31M | 0.01% | 1008 |
|
|
2017
Q3 | $29.5M | Buy |
368,199
+5,181
| +1% | +$390K | 0.01% | 1187 |
|
|
2017
Q2 | $25.6M | Sell |
363,018
-446,848
| -55% | -$32.5M | 0.01% | 1230 |
|
|
2017
Q1 | $63.1M | Sell |
809,866
-224,896
| -22% | -$17.5M | 0.02% | 745 |
|
|
2016
Q4 | $71.1M | Sell |
1,034,762
-410,459
| -28% | -$25.2M | 0.03% | 662 |
|
|
2016
Q3 | $74.4M | Sell |
1,445,221
-719,706
| -33% | -$36.2M | 0.03% | 616 |
|
|
2016
Q2 | $95.7M | Sell |
2,164,927
-150,374
| -6% | -$7.49M | 0.04% | 488 |
|
|
2016
Q1 | $120M | Sell |
2,315,301
-250,083
| -10% | -$11.9M | 0.05% | 406 |
|
|
2015
Q4 | $139M | Buy |
2,565,384
+165,051
| +7% | +$8.91M | 0.05% | 374 |
|
|
2015
Q3 | $121M | Buy |
2,400,333
+1,060,166
| +79% | +$58.1M | 0.05% | 397 |
|
|
2015
Q2 | $72.3M | Buy |
1,340,167
+352,544
| +36% | +$18M | 0.03% | 636 |
|
|
2015
Q1 | $51M | Buy |
987,623
+191,273
| +24% | +$9.72M | 0.02% | 788 |
|
|
2014
Q4 | $41.7M | Sell |
796,350
-24,260
| -3% | -$1.21M | 0.02% | 849 |
|
|
2014
Q3 | $38.6M | Buy |
820,610
+228,584
| +39% | +$11.8M | 0.02% | 868 |
|
|
2014
Q2 | $34.1M | Buy |
592,026
+281,945
| +91% | +$15.5M | 0.01% | 967 |
|
|
2014
Q1 | $17.1M | Sell |
310,081
-46,336
| -13% | -$2.65M | 0.01% | 1369 |
|
|
2013
Q4 | $21.3M | Sell |
356,417
-45,677
| -11% | -$2.43M | 0.01% | 1205 |
|
|
2013
Q3 | $19.8M | Buy |
402,094
+8,263
| +2% | +$380K | 0.01% | 1207 |
|
|
2013
Q2 | $15.5M | Buy |
+393,831
| New | +$15.3M | 0.01% | 1298 |
|
Other funds holding EVR
VPM
VCM
Wells Fargo's EVR Position: Q1 2026 in Review
Wells Fargo reduced its Evercore (EVR) stake by 1.8% in Q1 2026, selling an estimated $276K and leaving 46,000 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1787.
Wells Fargo first reported a position in EVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $139M in Q4 2015. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Wells Fargo held 46,000 shares of Evercore worth $13.7M as of Q1 2026.
- Wells Fargo sold 842 Evercore shares in Q1 2026, an estimated $276K.
- Evercore made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1787 holding.
- Wells Fargo first reported a position in Evercore in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's Evercore position peaked at $139M in Q4 2015.
- 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.