WSFS
EVR icon

Wilmington Savings Fund Society’s Evercore EVR Stock Holding History

Wilmington Savings Fund Society’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 		$20.5K Hold
60
– – ﹤0.01% 1080
2026
Q1 		$17.9K Hold
60
– – ﹤0.01% 1102
2025
Q4 		$20.4K Hold
60
– – ﹤0.01% 1071
2025
Q3 		$20.2K Sell
60
-1,287
-96% -$403K ﹤0.01% 1072
2025
Q2 		$364K Sell
1,347
-92
-6% -$20.2K 0.01% 660
2025
Q1 		$287K Sell
1,439
-462
-24% -$115K 0.01% 714
2024
Q4 		$527K Sell
1,901
-119
-6% -$33.7K 0.01% 572
2024
Q3 		$512K Buy
+2,020
New +$481K 0.01% 570

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

Wilmington Savings Fund Society's EVR Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Evercore (EVR) position steady in Q2 2026 at 60 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Wilmington Savings Fund Society first reported a position in EVR in Q3 2024 and has held it in 8 quarters since. The position peaked at $527K in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Wilmington Savings Fund Society held 60 shares of Evercore worth $20.5K as of Q2 2026.
  • Wilmington Savings Fund Society left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1080 holding.
  • Wilmington Savings Fund Society first reported a position in Evercore in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Evercore position peaked at $527K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.