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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
Q3 		$233K Sell
904
-583
-39% -$177K 0.1% 191
2026
Q2 		$508K Sell
1,487
-100
-6% -$34.2K 0.23% 108
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

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Whalen Wealth Management's EVR Position: Q3 2026 in Review

Whalen Wealth Management reduced its Evercore (EVR) stake by 39% in Q3 2026, selling an estimated $177K and leaving 904 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #191.

Whalen Wealth Management first reported a position in EVR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q3 2025. 17 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Whalen Wealth Management held 904 shares of Evercore worth $233K as of Q3 2026.
  • Whalen Wealth Management sold 583 Evercore shares in Q3 2026, an estimated $177K.
  • Evercore made up 0.1% of Whalen Wealth Management's portfolio in Q3 2026, its #191 holding.
  • Whalen Wealth Management first reported a position in Evercore in Q2 2025 and has held it in 6 quarters since.
  • Whalen Wealth Management's Evercore position peaked at $1.35M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.