OAM
EVR icon

Oppenheimer Asset Management’s Evercore EVR Stock Holding History

Oppenheimer Asset 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
Q4 		– Sell
-926
Closed -$312K – 1143
2025
Q3 		$312K Sell
926
-627
-40% -$196K ﹤0.01% 1003
2025
Q2 		$419K Buy
1,553
+112
+8% +$24.6K ﹤0.01% 915
2025
Q1 		$288K Buy
1,441
+435
+43% +$108K ﹤0.01% 972
2024
Q4 		$279K Buy
+1,006
New +$285K ﹤0.01% 999
2024
Q3 		– Sell
-1,306
Closed -$272K – 1180
2024
Q2 		$272K Buy
+1,306
New +$254K ﹤0.01% 1001
2020
Q2 		– Sell
-1,245
Closed -$57K – 1180
2020
Q1 		$57K Sell
1,245
-2,043
-62% -$137K ﹤0.01% 1233
2019
Q4 		$245K Sell
3,288
-109
-3% -$8.31K 0.01% 1015
2019
Q3 		$272K Sell
3,397
-68
-2% -$5.63K 0.01% 972
2019
Q2 		$306K Sell
3,465
-595
-15% -$53K 0.01% 950
2019
Q1 		$370K Sell
4,060
-1,490
-27% -$131K 0.01% 874
2018
Q4 		$397K Sell
5,550
-304
-5% -$25K 0.01% 827
2018
Q3 		$589K Sell
5,854
-279
-5% -$30.1K 0.01% 768
2018
Q2 		$646K Sell
6,133
-3,349
-35% -$345K 0.02% 719
2018
Q1 		$826K Sell
9,482
-153
-2% -$14.4K 0.02% 646
2017
Q4 		$773K Hold
9,635
– – 0.02% 672
2017
Q3 		$773K Sell
9,635
-10
-0.1% -$752 0.02% 675
2017
Q2 		$680K Buy
9,645
+4,034
+72% +$293K 0.02% 698
2017
Q1 		$437K Buy
+5,611
New +$436K 0.01% 825

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

Oppenheimer Asset Management's EVR Position: Q4 2025 in Review

Oppenheimer Asset Management sold out of Evercore (EVR) in Q4 2025, closing a stake of 926 shares — an estimated $312K sold.

Oppenheimer Asset Management first reported a position in EVR in Q1 2017 and held it in 18 quarters. The position peaked at $826K in Q1 2018. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Oppenheimer Asset Management reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 926 Evercore shares in Q4 2025, an estimated $312K.
  • Oppenheimer Asset Management first reported a position in Evercore in Q1 2017 and held it in 18 quarters.
  • Oppenheimer Asset Management's Evercore position peaked at $826K in Q1 2018.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Oppenheimer Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.