Darwin Wealth Management
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Darwin Wealth Management’s Evercore EVR Stock Holding History

Darwin 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
Q3 		$1.03K Buy
+4
New +$1.22K ﹤0.01% 989
2025
Q2 		– Sell
-42
Closed -$11.9K – 638
2025
Q1 		$11.9K Hold
42
– – ﹤0.01% 359
2024
Q4 		$11.9K Sell
42
-1
-2% -$283 ﹤0.01% 359
2024
Q3 		$10.8K Buy
+43
New +$10.2K ﹤0.01% 378

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Darwin Wealth Management's EVR Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Evercore (EVR) in Q3 2026: 4 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in EVR as recently as Q1 2025.

Darwin Wealth Management first reported a position in EVR in Q3 2024 and has held it in 4 quarters since. The position peaked at $11.9K in Q1 2025. 379 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Darwin Wealth Management held 4 shares of Evercore worth $1.03K as of Q3 2026.
  • Evercore was a new Darwin Wealth Management position in Q3 2026.
  • Evercore made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #989 holding.
  • Darwin Wealth Management first reported a position in Evercore in Q3 2024 and has held it in 4 quarters since.
  • Darwin Wealth Management's Evercore position peaked at $11.9K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.