Laird Norton Wetherby Wealth Management’s Evercore EVR Stock Holding History

Laird Norton Wetherby Wealth 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	$279K	Buy	826 +18	+2%	+$5.64K	0.01%	779
2025 Q2	$218K	Buy	+808	New	+$178K	0.01%	839
2024 Q4	$222K	Sell	801 -11	-1%	-$3.12K	0.01%	807
2024 Q3	$206K	Buy	+812	New	+$193K	0.01%	868
2015 Q3	–	Sell	-6,500	Closed	-$351K	–	464
2015 Q2	$351K	Hold	6,500	–	–	0.08%	275
2015 Q1	$336K	Hold	6,500	–	–	0.08%	295
2014 Q4	$340K	Buy	+6,500	New	+$325K	0.09%	281

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EVR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Evercore (EVR) stake by 2.2% in Q3 2025, buying an estimated $5.64K and bringing the position to 826 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #779.

Laird Norton Wetherby Wealth Management first reported a position in EVR in Q4 2014 and has held it in 7 quarters since. The position peaked at $351K in Q2 2015. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

Laird Norton Wetherby Wealth Management held 826 shares of Evercore worth $279K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 18 Evercore shares in Q3 2025, an estimated $5.64K.
Evercore made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #779 holding.
Laird Norton Wetherby Wealth Management first reported a position in Evercore in Q4 2014 and has held it in 7 quarters since.
Laird Norton Wetherby Wealth Management's Evercore position peaked at $351K in Q2 2015.
627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.