BCPE
EVR icon

Bain Capital Public Equity’s Evercore EVR Stock Holding History

Bain Capital Public Equity’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
-28,938
Closed -$9.76M – 15
2025
Q3 		$9.76M Buy
28,938
+11,775
+69% +$3.69M 6.18% 5
2025
Q2 		$4.63M Buy
+17,163
New +$3.77M 3.07% 15

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

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

Bain Capital Public Equity sold out of Evercore (EVR) in Q4 2025, closing a stake of 28,938 shares — an estimated $9.76M sold.

Bain Capital Public Equity first reported a position in EVR in Q2 2025 and held it in 2 quarters. The position peaked at $9.76M in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Bain Capital Public Equity reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Bain Capital Public Equity sold 28,938 Evercore shares in Q4 2025, an estimated $9.76M.
  • Bain Capital Public Equity first reported a position in Evercore in Q2 2025 and held it in 2 quarters.
  • Bain Capital Public Equity's Evercore position peaked at $9.76M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

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