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James T. Borello RIA’s Evercore EVR Stock Holding History

James T. Borello RIA’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 		$773 Sell
3
-2
-40% -$608 ﹤0.01% 1010
2026
Q2 		$1.71K Sell
5
-1
-17% -$342 ﹤0.01% 972
2026
Q1 		$1.79K Buy
6
+5
+500% +$1.64K ﹤0.01% 934
2025
Q4 		$340 Sell
1
-7
-88% -$2.25K ﹤0.01% 964
2025
Q3 		$2.7K Buy
+8
New +$2.51K ﹤0.01% 677

Other funds holding EVR

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

James T. Borello RIA's EVR Position: Q3 2026 in Review

James T. Borello RIA reduced its Evercore (EVR) stake by 40% in Q3 2026, selling an estimated $608 and leaving 3 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

James T. Borello RIA first reported a position in EVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.7K in Q3 2025. 75 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • James T. Borello RIA held 3 shares of Evercore worth $773 as of Q3 2026.
  • James T. Borello RIA sold 2 Evercore shares in Q3 2026, an estimated $608.
  • Evercore made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1010 holding.
  • James T. Borello RIA first reported a position in Evercore in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Evercore position peaked at $2.7K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.