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Bain Capital Public Equity Management II’s Evercore EVR Stock Holding History

Bain Capital Public Equity Management II’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
-434,209
Closed -$146M – 9
2025
Q3 		$146M Buy
434,209
+186,765
+75% +$58.5M 6.85% 8
2025
Q2 		$66.8M Buy
+247,444
New +$54.4M 3.16% 13

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bain Capital Public Equity Management II's EVR Position: Q4 2025 in Review

Bain Capital Public Equity Management II sold out of Evercore (EVR) in Q4 2025, closing a stake of 434,209 shares — an estimated $146M sold.

Bain Capital Public Equity Management II first reported a position in EVR in Q2 2025 and held it in 2 quarters. The position peaked at $146M in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Bain Capital Public Equity Management II reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Bain Capital Public Equity Management II sold 434,209 Evercore shares in Q4 2025, an estimated $146M.
  • Bain Capital Public Equity Management II first reported a position in Evercore in Q2 2025 and held it in 2 quarters.
  • Bain Capital Public Equity Management II's Evercore position peaked at $146M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Bain Capital Public Equity Management II's 13F filing for Q4 2025, filed 17 Feb 2026.