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Westfuller Advisors’s Evercore EVR Stock Holding History

Westfuller Advisors’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 		$3.27K Hold
10
– – ﹤0.01% 624
2026
Q1 		$2.86K Sell
10
-1
-9% -$327 ﹤0.01% 602
2025
Q4 		$3.91K Hold
11
– – ﹤0.01% 595
2025
Q3 		$3.87K Buy
+11
New +$3.45K ﹤0.01% 569

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

Westfuller Advisors's EVR Position: Q2 2026 in Review

Westfuller Advisors held its Evercore (EVR) position steady in Q2 2026 at 10 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Westfuller Advisors first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.91K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Westfuller Advisors held 10 shares of Evercore worth $3.27K as of Q2 2026.
  • Westfuller Advisors left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #624 holding.
  • Westfuller Advisors first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Evercore position peaked at $3.91K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.