OP
EVR icon

ORG Partners’s Evercore EVR Stock Holding History

ORG 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 		$1.36K Sell
4
-25
-86% -$8.04K ﹤0.01% 1498
2025
Q3 		$9.78K Buy
+29
New +$9.09K ﹤0.01% 979
2024
Q3 		– Sell
-161
Closed -$34K – 1237
2024
Q2 		$34K Buy
+161
New +$31.3K ﹤0.01% 918

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

ORG Partners's EVR Position: Q4 2025 in Review

ORG Partners reduced its Evercore (EVR) stake by 86% in Q4 2025, selling an estimated $8.04K and leaving 4 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

ORG Partners first reported a position in EVR in Q2 2024 and has held it in 3 quarters since. The position peaked at $34K in Q2 2024. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • ORG Partners held 4 shares of Evercore worth $1.36K as of Q4 2025.
  • ORG Partners sold 25 Evercore shares in Q4 2025, an estimated $8.04K.
  • Evercore made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1498 holding.
  • ORG Partners first reported a position in Evercore in Q2 2024 and has held it in 3 quarters since.
  • ORG Partners's Evercore position peaked at $34K in Q2 2024.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.