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Decker Retirement Planning’s Evercore EVR Stock Holding History

Decker Retirement Planning’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 		– Sell
-25
Closed -$6.75K – 250
2025
Q2 		$6.75K Buy
+25
New +$5.5K ﹤0.01% 197

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Decker Retirement Planning's EVR Position: Q3 2025 in Review

Decker Retirement Planning sold out of Evercore (EVR) in Q3 2025, closing a stake of 25 shares — an estimated $6.75K sold.

Decker Retirement Planning first reported a position in EVR in Q2 2025 and held it in 1 quarter. The position peaked at $6.75K in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Decker Retirement Planning reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 25 Evercore shares in Q3 2025, an estimated $6.75K.
  • Decker Retirement Planning first reported a position in Evercore in Q2 2025 and held it in 1 quarter.
  • Decker Retirement Planning's Evercore position peaked at $6.75K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Decker Retirement Planning's 13F filing for Q3 2025, filed 27 Oct 2025.