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Parkworth Wealth Management’s Evercore EVR Stock Holding History

Parkworth Wealth 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
Q2 		$270 Hold
1
– – ﹤0.01% 838
2025
Q1 		$200 Hold
1
– – ﹤0.01% 722
2024
Q4 		$277 Buy
+1
New +$283 ﹤0.01% 632

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's EVR Position: Q2 2025 in Review

Parkworth Wealth Management held its Evercore (EVR) position steady in Q2 2025 at 1 share worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Parkworth Wealth Management first reported a position in EVR in Q4 2024 and has held it in 3 quarters since. The position peaked at $277 in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Evercore worth $270 as of Q2 2025.
  • Parkworth Wealth Management left its Evercore share count unchanged in Q2 2025.
  • Evercore made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #838 holding.
  • Parkworth Wealth Management first reported a position in Evercore in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Evercore position peaked at $277 in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.