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Moody National Bank Trust Division’s Evercore EVR Stock Holding History

Moody National Bank Trust Division’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
-636
Closed -$215K – 516
2025
Q3 		$215K Buy
+636
New +$199K 0.02% 469
2025
Q1 		– Sell
-908
Closed -$252K – 500
2024
Q4 		$252K Sell
908
-3
-0.3% -$850 0.03% 431
2024
Q3 		$231K Buy
+911
New +$217K 0.02% 431

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Moody National Bank Trust Division's EVR Position: Q4 2025 in Review

Moody National Bank Trust Division sold out of Evercore (EVR) in Q4 2025, closing a stake of 636 shares — an estimated $215K sold.

Moody National Bank Trust Division first reported a position in EVR in Q3 2024 and held it in 3 quarters. The position peaked at $252K in Q4 2024. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Moody National Bank Trust Division reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 636 Evercore shares in Q4 2025, an estimated $215K.
  • Moody National Bank Trust Division first reported a position in Evercore in Q3 2024 and held it in 3 quarters.
  • Moody National Bank Trust Division's Evercore position peaked at $252K in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Moody National Bank Trust Division's 13F filing for Q4 2025, filed 12 Jan 2026.