Daiwa Securities Group
EVR icon

Daiwa Securities Group’s Evercore EVR Stock Holding History

Daiwa Securities 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
-2,080
Closed -$702K – 1381
2025
Q3 		$702K Buy
+2,080
New +$652K ﹤0.01% 821
2025
Q2 		– Sell
-2,250
Closed -$449K – 1311
2025
Q1 		$449K Buy
2,250
+1,790
+389% +$446K ﹤0.01% 850
2024
Q4 		$128K Buy
+460
New +$130K ﹤0.01% 984

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Daiwa Securities Group's EVR Position: Q4 2025 in Review

Daiwa Securities Group sold out of Evercore (EVR) in Q4 2025, closing a stake of 2,080 shares — an estimated $702K sold.

Daiwa Securities Group first reported a position in EVR in Q4 2024 and held it in 3 quarters. The position peaked at $702K in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Daiwa Securities Group reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Daiwa Securities Group sold 2,080 Evercore shares in Q4 2025, an estimated $702K.
  • Daiwa Securities Group first reported a position in Evercore in Q4 2024 and held it in 3 quarters.
  • Daiwa Securities Group's Evercore position peaked at $702K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Daiwa Securities Group's 13F filing for Q4 2025, filed 11 Feb 2026.