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Kestra Investment Management’s Evercore EVR Stock Holding History

Kestra Investment Management’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 		– Sell
-21
Closed -$5.67K – 527
2025
Q2 		$5.67K Buy
+21
New +$4.62K ﹤0.01% 586

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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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kestra Investment Management's EVR Position: Q3 2025 in Review

Kestra Investment Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 21 shares — an estimated $5.67K sold.

Kestra Investment Management first reported a position in EVR in Q2 2025 and held it in 1 quarter. The position peaked at $5.67K in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Kestra Investment Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 21 Evercore shares in Q3 2025, an estimated $5.67K.
  • Kestra Investment Management first reported a position in Evercore in Q2 2025 and held it in 1 quarter.
  • Kestra Investment Management's Evercore position peaked at $5.67K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.