BSA
EVR icon

Braun Stacey Associates’s Evercore EVR Stock Holding History

Braun Stacey Associates’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
2026
Q1 		$32.2M Sell
107,968
-2,423
-2% -$793K 1.07% 28
2025
Q4 		$37.6M Buy
110,391
+1,408
+1% +$453K 1.22% 19
2025
Q3 		$36.8M Buy
108,983
+4,560
+4% +$1.43M 1.2% 17
2025
Q2 		$28.2M Sell
104,423
-23,664
-18% -$5.2M 1.02% 28
2025
Q1 		$25.6M Sell
128,087
-4,604
-3% -$1.15M 1.05% 33
2024
Q4 		$36.8M Sell
132,691
-5,467
-4% -$1.55M 1.37% 16
2024
Q3 		$35M Buy
138,158
+11,422
+9% +$2.72M 1.33% 16
2024
Q2 		$26.4M Buy
126,736
+7,158
+6% +$1.39M 1.02% 32
2024
Q1 		$23M Buy
+119,578
New +$21.6M 0.91% 47
2014
Q2 		– Sell
-4,950
Closed -$273K – 164
2014
Q1 		$273K Buy
+4,950
New +$283K 0.02% 131

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return