Financial Management Professionals’s Evercore EVR Stock Holding History

Financial Management Professionals’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 Q2	$683	Hold	2	–	–	﹤0.01%	925
2026 Q1	$597	Hold	2	–	–	﹤0.01%	864
2025 Q4	$681	Hold	2	–	–	﹤0.01%	844
2025 Q3	$675	Hold	2	–	–	﹤0.01%	834
2025 Q2	$540	Hold	2	–	–	﹤0.01%	906
2025 Q1	$399	Hold	2	–	–	﹤0.01%	910
2024 Q4	$554	Hold	2	–	–	﹤0.01%	879
2024 Q3	$1K	Hold	2	–	–	﹤0.01%	824
2024 Q2	$0	Hold	2	–	–	﹤0.01%	928
2024 Q1	$0	Hold	2	–	–	﹤0.01%	976
2023 Q4	$0	Hold	2	–	–	﹤0.01%	959
2023 Q3	$0	Buy	+2	New	+$271	﹤0.01%	920
2021 Q4	–	Sell	-39	Closed	-$5K	–	985
2021 Q3	$5K	Hold	39	–	–	﹤0.01%	586
2021 Q2	$5K	Buy	+39	New	+$5.45K	﹤0.01%	517
2018 Q4	–	Sell	-99	Closed	-$10K	–	285
2018 Q3	$10K	Buy	+99	New	+$10.7K	﹤0.01%	167

Other funds holding EVR

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return