Legend Financial Advisors »

Evercore Partners shares owned by Legend Financial Advisors

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Legend Financial Advisors from 13F filings

Historical chart of Legend Financial Advisors investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evercore Partners by Legend Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 3.2k 340.25
2025-09-30 $1.1M 3.2k 337.32
2025-06-30 $866k 3.2k 270.02

More positions owned by Legend Financial Advisors

Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ishares Semicdtr (SOXX)
Global X Fds Global X Copper (COPX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Series Trust State Street Spd (XME)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Managed Portfolio Series Leuthold Core Et (LCR)
Vanguard Index Fds Mid Cap Etf (VO)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Ishares Tr U.s. Insrnce Etf (IAK)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Altshares Trust Merger Arbitrage (ARB)
Apple (AAPL)

View all positions for Legend Financial Advisors

Top funds holding Evercore Partners

Vanguard Group
BlackRock
Wellington Management Company
Invesco
Robeco Investment Management
TD Asset Management
State Street Corporation
AQR Capital Management
Geode Capital Management
FMR
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Jpmorgan Chase & Co
Bahl & Gaynor
Bain Capital Public Equity Management II

View all funds holding Evercore Partners