NorthRock Partners’s Evercore EVR Stock Holding History

NorthRock Partners’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	-1,604	Closed	-$541K	–	723
2025 Q3	$541K	Buy	1,604 +624	+64%	+$196K	0.01%	509
2025 Q2	$265K	Buy	+980	New	+$216K	0.01%	568

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

NorthRock Partners's EVR Position: Q4 2025 in Review

NorthRock Partners sold out of Evercore (EVR) in Q4 2025, closing a stake of 1,604 shares — an estimated $541K sold.

NorthRock Partners first reported a position in EVR in Q2 2025 and held it in 2 quarters. The position peaked at $541K in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

NorthRock Partners reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 1,604 Evercore shares in Q4 2025, an estimated $541K.
NorthRock Partners first reported a position in Evercore in Q2 2025 and held it in 2 quarters.
NorthRock Partners's Evercore position peaked at $541K in Q3 2025.
635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.