JFGIW
EVR icon

Johnson Financial Group Inc (Wisconsin)’s Evercore EVR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-239
Closed -$80.6K – 982
2025
Q3 		$80.6K Buy
+239
New +$74.9K ﹤0.01% 489

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EVR Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Evercore (EVR) in Q4 2025, closing a stake of 239 shares — an estimated $80.6K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $80.6K in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 239 Evercore shares in Q4 2025, an estimated $80.6K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Evercore position peaked at $80.6K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.