Larson Financial Group’s Evercore EVR Stock Holding History

Larson Financial Group’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
2026 Q1	$45.4K	Buy	152 +111	+271%	+$36.3K	﹤0.01%	1412
2025 Q4	$14K	Buy	41 +13	+46%	+$4.18K	﹤0.01%	1930
2025 Q3	$9.46K	Buy	28 +26	+1,300%	+$8.15K	﹤0.01%	2043
2025 Q2	$540	Sell	2 -8	-80%	-$1.76K	﹤0.01%	2837
2025 Q1	$2K	Buy	+10	New	+$2.49K	﹤0.01%	2167
2024 Q3	–	Sell	-74	Closed	-$15.4K	–	2719
2024 Q2	$15.4K	Buy	+74	New	+$14.4K	﹤0.01%	1133
2023 Q2	–	Sell	-89	Closed	-$10.3K	–	1590
2023 Q1	$10.3K	Hold	89	–	–	﹤0.01%	920
2022 Q4	$9.67K	Buy	89 +1	+1%	+$104	﹤0.01%	866
2022 Q3	$7K	Buy	88 +1	+1%	+$95	﹤0.01%	870
2022 Q2	$8K	Hold	87	–	–	﹤0.01%	774
2022 Q1	$10K	Buy	87 +1	+1%	+$123	﹤0.01%	653
2021 Q4	$12K	Hold	86	–	–	﹤0.01%	630
2021 Q3	$11K	Buy	86 +1	+1%	+$136	﹤0.01%	571
2021 Q2	$12K	Hold	85	–	–	﹤0.01%	517
2021 Q1	$11K	Buy	+85	New	+$10.4K	﹤0.01%	518

Other funds holding EVR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AQR Capital Management

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

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

Geode Capital Management

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

TD Asset Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return