Creekmur Asset Management’s Evercore EVR Stock Holding History

Creekmur Asset 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 Q3	$1.37K	Hold	4	–	–	﹤0.01%	647
2025 Q2	$1.09K	Buy	+4	New	+$880	﹤0.01%	661

Other funds holding EVR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creekmur Asset Management's EVR Position: Q3 2025 in Review

Creekmur Asset Management held its Evercore (EVR) position steady in Q3 2025 at 4 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Creekmur Asset Management first reported a position in EVR in Q2 2025 and has held it in 2 quarters since. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

Creekmur Asset Management held 4 shares of Evercore worth $1.37K as of Q3 2025.
Creekmur Asset Management left its Evercore share count unchanged in Q3 2025.
Evercore made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #647 holding.
Creekmur Asset Management first reported a position in Evercore in Q2 2025 and has held it in 2 quarters since.
628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.