Cooper Financial Group’s Evercore EVR Stock Holding History

Cooper Financial 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	-693	Closed	-$234K	–	389
2025 Q3	$234K	Buy	+693	New	+$217K	0.03%	349

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cooper Financial Group's EVR Position: Q4 2025 in Review

Cooper Financial Group sold out of Evercore (EVR) in Q4 2025, closing a stake of 693 shares — an estimated $234K sold.

Cooper Financial Group first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

Cooper Financial Group reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
Cooper Financial Group sold 693 Evercore shares in Q4 2025, an estimated $234K.
Cooper Financial Group first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
Cooper Financial Group's Evercore position peaked at $234K in Q3 2025.
634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Cooper Financial Group's 13F filing for Q4 2025, filed 8 Jan 2026.