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Guerra Advisors’s Evercore EVR Stock Holding History

Guerra 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
2025
Q3 		$3.37K Buy
+10
New +$3.13K ﹤0.01% 460

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guerra Advisors's EVR Position: Q3 2025 in Review

Guerra Advisors opened a new position in Evercore (EVR) in Q3 2025: 10 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings.

627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Guerra Advisors held 10 shares of Evercore worth $3.37K as of Q3 2025.
  • Evercore was a new Guerra Advisors position in Q3 2025.
  • Evercore made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #460 holding.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.