EWA
EVRI

EP Wealth Advisors’s Everi Holdings EVRI Stock Holding History

EP Wealth Advisors’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$185K Buy
12,991
+93
+0.7% +$1.3K ﹤0.01% 1276
2025
Q1 		$176K Buy
12,898
+2,279
+21% +$31.1K ﹤0.01% 1163
2024
Q4 		$143K Buy
+10,619
New +$142K ﹤0.01% 1151

Other funds holding EVRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

EP Wealth Advisors's EVRI Position: Q2 2025 in Review

EP Wealth Advisors increased its Everi Holdings (EVRI) stake by 0.72% in Q2 2025, buying an estimated $1.3K and bringing the position to 12,991 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

EP Wealth Advisors first reported a position in EVRI in Q4 2024 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold EVRI as of Q2 2025.

  • EP Wealth Advisors held 12,991 shares of Everi Holdings worth $185K as of Q2 2025.
  • EP Wealth Advisors bought 93 Everi Holdings shares in Q2 2025, an estimated $1.3K.
  • Everi Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1276 holding.
  • EP Wealth Advisors first reported a position in Everi Holdings in Q4 2024 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.