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Capital A Wealth Management’s Evercore EVR Stock Holding History

Capital A Wealth Management’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
Q2 		$10.1K Buy
59
+51
+638% +$11.2K 0.11% 192
2025
Q1 		$1.6K Buy
8
+6
+300% +$1.5K ﹤0.01% 491
2024
Q4 		$554 Buy
+2
New +$567 ﹤0.01% 644

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital A Wealth Management's EVR Position: Q2 2025 in Review

Capital A Wealth Management increased its Evercore (EVR) stake by 638% in Q2 2025, buying an estimated $11.2K and bringing the position to 59 shares worth $10.1K. The position accounts for 0.11% of the portfolio, ranked #192.

Capital A Wealth Management first reported a position in EVR in Q4 2024 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Capital A Wealth Management held 59 shares of Evercore worth $10.1K as of Q2 2025.
  • Capital A Wealth Management bought 51 Evercore shares in Q2 2025, an estimated $11.2K.
  • Evercore made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #192 holding.
  • Capital A Wealth Management first reported a position in Evercore in Q4 2024 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.