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Caprock Group’s Evercore EVR Stock Holding History

Caprock Group’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
-1,827
Closed -$589K – 1233
2025
Q3 		$589K Buy
+1,827
New +$573K 0.01% 744
2021
Q2 		– Sell
-1,782
Closed -$235K – 529
2021
Q1 		$235K Buy
+1,782
New +$218K 0.03% 412
2017
Q2 		– Sell
-3,685
Closed -$287K – 440
2017
Q1 		$287K Buy
+3,685
New +$286K 0.07% 256

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 $3.37T AUM 44.26% 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

Caprock Group's EVR Position: Q4 2025 in Review

Caprock Group sold out of Evercore (EVR) in Q4 2025, closing a stake of 1,827 shares — an estimated $589K sold.

Caprock Group first reported a position in EVR in Q1 2017 and held it in 3 quarters. The position peaked at $589K in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Caprock Group reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Caprock Group sold 1,827 Evercore shares in Q4 2025, an estimated $589K.
  • Caprock Group first reported a position in Evercore in Q1 2017 and held it in 3 quarters.
  • Caprock Group's Evercore position peaked at $589K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.