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Planning Strategies Inc.’s Evercore EVR Stock Holding History

Planning Strategies Inc.’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 		$341 Buy
+1
New +$342 ﹤0.01% 926

Other funds holding EVR

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BTW
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FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Planning Strategies Inc.'s EVR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Evercore (EVR) in Q2 2026: 1 share worth $341. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings.

190 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Planning Strategies Inc. held 1 share of Evercore worth $341 as of Q2 2026.
  • Evercore was a new Planning Strategies Inc. position in Q2 2026.
  • Evercore made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #926 holding.
  • 190 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.