Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Evercore EVR Stock Holding History

Kovitz Investment Group 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 		– Sell
-1,368
Closed -$462K – 725
2025
Q3 		$462K Buy
+1,368
New +$429K ﹤0.01% 1061

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Kovitz Investment Group Partners's EVR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Evercore (EVR) in Q4 2025, closing a stake of 1,368 shares — an estimated $462K sold.

Kovitz Investment Group Partners first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $462K in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,368 Evercore shares in Q4 2025, an estimated $462K.
  • Kovitz Investment Group Partners first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Evercore position peaked at $462K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.