AAS
EVR icon

Ameritas Advisory Services’s Evercore EVR Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-22
Closed -$7.42K – 1284
2025
Q3 		$7.42K Sell
22
-3
-12% -$940 ﹤0.01% 1745
2025
Q2 		$6.76K Buy
+25
New +$5.5K ﹤0.01% 2150
2023
Q2 		– Sell
-12
Closed -$1.42K – 1150
2023
Q1 		$1.42K Buy
+12
New +$1.49K ﹤0.01% 2482

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameritas Advisory Services's EVR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Evercore (EVR) in Q4 2025, closing a stake of 22 shares — an estimated $7.42K sold.

Ameritas Advisory Services first reported a position in EVR in Q1 2023 and held it in 3 quarters. The position peaked at $7.42K in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 22 Evercore shares in Q4 2025, an estimated $7.42K.
  • Ameritas Advisory Services first reported a position in Evercore in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Evercore position peaked at $7.42K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.