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EVR icon

NBC Securities’s Evercore EVR Stock Holding History

NBC Securities’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 		$30.4K Buy
102
+1
+1% +$327 ﹤0.01% 1532
2025
Q4 		$34.4K Hold
101
– – ﹤0.01% 1517
2025
Q3 		$34.1K Sell
101
-17
-14% -$5.33K ﹤0.01% 1488
2025
Q2 		$31K Sell
118
-12
-9% -$2.64K ﹤0.01% 1511
2025
Q1 		$25K Buy
+130
New +$32.4K ﹤0.01% 1393
2024
Q4 		– Sell
-108
Closed -$27K – 1508
2024
Q3 		$27K Hold
108
– – ﹤0.01% 1376
2024
Q2 		$22K Hold
108
– – ﹤0.01% 1416
2024
Q1 		$21K Sell
108
-23
-18% -$4.16K ﹤0.01% 1440
2023
Q4 		$22K Hold
131
– – ﹤0.01% 1441
2023
Q3 		$18K Buy
+131
New +$17.8K ﹤0.01% 1485

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return