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Whalen Wealth Management’s Evercore EVR Stock Holding History

Whalen Wealth Management’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 		$474K Buy
1,587
+781
+97% +$256K 0.25% 101
2025
Q4 		$274K Sell
806
-3,187
-80% -$1.02M 0.15% 168
2025
Q3 		$1.35M Buy
3,993
+3,042
+320% +$953K 0.79% 27
2025
Q2 		$257K Buy
+951
New +$209K 0.16% 165

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's EVR Position: Q1 2026 in Review

Whalen Wealth Management increased its Evercore (EVR) stake by 97% in Q1 2026, buying an estimated $256K and bringing the position to 1,587 shares worth $474K. The position accounts for 0.25% of the portfolio, ranked #101.

Whalen Wealth Management first reported a position in EVR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.35M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Whalen Wealth Management held 1,587 shares of Evercore worth $474K as of Q1 2026.
  • Whalen Wealth Management bought 781 Evercore shares in Q1 2026, an estimated $256K.
  • Evercore made up 0.25% of Whalen Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Whalen Wealth Management first reported a position in Evercore in Q2 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Evercore position peaked at $1.35M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.