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Legacy Capital Group California’s Evercore EVR Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-1,435
Closed -$287K – 335
2025
Q1 		$287K Buy
1,435
+361
+34% +$89.9K 0.1% 236
2024
Q4 		$298K Buy
1,074
+210
+24% +$59.5K 0.09% 246
2024
Q3 		$219K Buy
+864
New +$206K 0.07% 290

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Group California's EVR Position: Q2 2025 in Review

Legacy Capital Group California sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,435 shares — an estimated $287K sold.

Legacy Capital Group California first reported a position in EVR in Q3 2024 and held it in 3 quarters. The position peaked at $298K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Legacy Capital Group California reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 1,435 Evercore shares in Q2 2025, an estimated $287K.
  • Legacy Capital Group California first reported a position in Evercore in Q3 2024 and held it in 3 quarters.
  • Legacy Capital Group California's Evercore position peaked at $298K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Legacy Capital Group California's 13F filing for Q2 2025, filed 14 Jul 2025.