FFA
EVR icon

Farther Finance Advisors’s Evercore EVR Stock Holding History

Farther Finance Advisors’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 		$298K Buy
989
+185
+23% +$60.6K ﹤0.01% 1737
2025
Q4 		$274K Buy
804
+398
+98% +$128K ﹤0.01% 1705
2025
Q3 		$137K Buy
406
+179
+79% +$56.1K ﹤0.01% 1840
2025
Q2 		$61.3K Sell
227
-352
-61% -$77.4K ﹤0.01% 2030
2025
Q1 		$116K Buy
579
+110
+23% +$27.4K ﹤0.01% 1465
2024
Q4 		$130K Buy
469
+276
+143% +$78.2K ﹤0.01% 1197
2024
Q3 		$48.9K Buy
193
+39
+25% +$9.28K ﹤0.01% 1675
2024
Q2 		$32.5K Buy
154
+11
+8% +$2.14K ﹤0.01% 1590
2024
Q1 		$27.1K Buy
143
+1
+0.7% +$181 ﹤0.01% 1406
2023
Q4 		$24.3K Buy
142
+18
+15% +$2.61K ﹤0.01% 1280
2023
Q3 		$17.1K Buy
124
+21
+20% +$2.85K ﹤0.01% 1131
2023
Q2 		$12.7K Hold
103
– – ﹤0.01% 1123
2023
Q1 		$11.9K Hold
103
– – ﹤0.01% 1055
2022
Q4 		$11.2K Buy
+103
New +$10.8K ﹤0.01% 909

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
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