DWM
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Dakota Wealth Management’s Evercore EVR Stock Holding History

Dakota 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
2026
Q1 		– Sell
-1,707
Closed -$581K – 789
2025
Q4 		$581K Buy
1,707
+54
+3% +$17.4K 0.01% 519
2025
Q3 		$558K Buy
1,653
+895
+118% +$280K 0.01% 462
2025
Q2 		$205K Buy
+758
New +$167K ﹤0.01% 728
2024
Q3 		– Sell
-988
Closed -$206K – 743
2024
Q2 		$206K Sell
988
-171
-15% -$33.3K ﹤0.01% 664
2024
Q1 		$223K Sell
1,159
-833
-42% -$151K 0.01% 645
2023
Q4 		$341K Hold
1,992
– – 0.01% 489
2023
Q3 		$275K Sell
1,992
-1,210
-38% -$164K 0.01% 510
2023
Q2 		$396K Sell
3,202
-6
-0.2% -$690 0.02% 422
2023
Q1 		$370K Buy
3,208
+156
+5% +$19.4K 0.02% 424
2022
Q4 		$333K Sell
3,052
-151
-5% -$15.8K 0.02% 428
2022
Q3 		$264K Buy
3,203
+35
+1% +$3.31K 0.02% 446
2022
Q2 		$296K Buy
+3,168
New +$338K 0.03% 377

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Fidelity Investments
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Invesco
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return