GRP
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Global Retirement Partners’s Evercore EVR Stock Holding History

Global Retirement Partners’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
Q4 		$376K Buy
1,105
+608
+122% +$195K 0.01% 1116
2025
Q3 		$168K Buy
497
+374
+304% +$117K ﹤0.01% 1269
2025
Q2 		$33.2K Buy
+123
New +$27.1K ﹤0.01% 2002
2024
Q4 		$110K Buy
398
+58
+17% +$16.4K ﹤0.01% 1219
2024
Q3 		$86.1K Sell
340
-38
-10% -$9.04K ﹤0.01% 1311
2024
Q2 		$78.9K Sell
378
-147
-28% -$28.6K ﹤0.01% 1313
2024
Q1 		$101K Sell
525
-82
-14% -$14.8K ﹤0.01% 1080
2023
Q4 		$103K Buy
607
+280
+86% +$40.5K ﹤0.01% 1024
2023
Q3 		$43.2K Sell
327
-87
-21% -$11.8K ﹤0.01% 1347
2023
Q2 		$51.2K Buy
414
+26
+7% +$2.99K ﹤0.01% 1264
2023
Q1 		$41.8K Buy
388
+268
+223% +$33.3K ﹤0.01% 1320
2022
Q4 		$13.1K Buy
120
+1
+0.8% +$104 ﹤0.01% 1668
2022
Q3 		$13K Sell
119
-12
-9% -$1.14K ﹤0.01% 1570
2022
Q2 		$12K Buy
131
+13
+11% +$1.39K ﹤0.01% 1544
2022
Q1 		$13K Buy
+118
New +$14.5K ﹤0.01% 1515
2020
Q1 		– Sell
-110
Closed -$8K – 1607
2019
Q4 		$8K Hold
110
– – ﹤0.01% 1190
2019
Q3 		$9K Buy
110
+1
+0.9% +$83 ﹤0.01% 1141
2019
Q2 		$10K Buy
+109
New +$9.7K ﹤0.01% 1098
2017
Q2 		– Sell
-200
Closed -$16K – 1144
2017
Q1 		$16K Buy
+200
New +$15.5K 0.01% 606

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Global Retirement Partners's EVR Position: Q4 2025 in Review

Global Retirement Partners increased its Evercore (EVR) stake by 122% in Q4 2025, buying an estimated $195K and bringing the position to 1,105 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1116.

Global Retirement Partners first reported a position in EVR in Q1 2017 and has held it in 19 quarters since. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Global Retirement Partners held 1,105 shares of Evercore worth $376K as of Q4 2025.
  • Global Retirement Partners bought 608 Evercore shares in Q4 2025, an estimated $195K.
  • Evercore made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1116 holding.
  • Global Retirement Partners first reported a position in Evercore in Q1 2017 and has held it in 19 quarters since.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.