Narus Financial Partners’s Evercore EVR Stock Holding History

Narus Financial Partners’s Portfolio EVR Stock Details EVR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Hold
2025 Q4	$333K	Hold
2025 Q3	$330K	Hold
2025 Q2	$264K	Buy
2025 Q1	–	Sell
2024 Q4	$277K	Hold
2024 Q3	$253K	Hold
2024 Q2	$208K	Buy