MGB Wealth Management’s Evercore EVR Stock Holding History

MGB 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 Q2	–	Sell	-1,078	Closed	-$215K	–	313
2025 Q1	$215K	Hold	1,078	–	–	0.08%	195
2024 Q4	$299K	Buy	+1,078	New	+$305K	0.09%	155

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

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

MGB Wealth Management's EVR Position: Q2 2025 in Review

MGB Wealth Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,078 shares — an estimated $215K sold.

MGB Wealth Management first reported a position in EVR in Q4 2024 and held it in 2 quarters. The position peaked at $299K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

MGB Wealth Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
MGB Wealth Management sold 1,078 Evercore shares in Q2 2025, an estimated $215K.
MGB Wealth Management first reported a position in Evercore in Q4 2024 and held it in 2 quarters.
MGB Wealth Management's Evercore position peaked at $299K in Q4 2024.
565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.