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Arlington Trust’s Evercore EVR Stock Holding History

Arlington Trust’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
-699
Closed -$236K – 507
2025
Q3 		$236K Hold
699
– – 0.04% 160
2025
Q2 		$189K Hold
699
– – 0.04% 181
2025
Q1 		$140K Hold
699
– – 0.03% 216
2024
Q4 		$194K Hold
699
– – 0.04% 179
2024
Q3 		$177K Hold
699
– – 0.04% 182
2024
Q2 		$146K Hold
699
– – 0.03% 194
2024
Q1 		$135K Hold
699
– – 0.03% 187
2023
Q4 		$120K Buy
+699
New +$101K 0.03% 202

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

Arlington Trust's EVR Position: Q4 2025 in Review

Arlington Trust sold out of Evercore (EVR) in Q4 2025, closing a stake of 699 shares — an estimated $236K sold.

Arlington Trust first reported a position in EVR in Q4 2023 and held it in 8 quarters. The position peaked at $236K in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Arlington Trust reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 699 Evercore shares in Q4 2025, an estimated $236K.
  • Arlington Trust first reported a position in Evercore in Q4 2023 and held it in 8 quarters.
  • Arlington Trust's Evercore position peaked at $236K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.