Pathstone Holdings
EVR icon

Pathstone Holdings’s Evercore EVR Stock Holding History

Pathstone Holdings’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 		$2.57M Buy
8,595
+1,676
+24% +$549K 0.01% 896
2025
Q4 		$2.35M Sell
6,919
-816
-11% -$262K 0.01% 933
2025
Q3 		$2.61M Sell
7,735
-1,885
-20% -$591K 0.01% 880
2025
Q2 		$2.6M Sell
9,620
-2,318
-19% -$510K 0.01% 854
2025
Q1 		$2.38M Sell
11,938
-76
-0.6% -$18.9K 0.01% 881
2024
Q4 		$3.33M Sell
12,014
-192
-2% -$54.4K 0.01% 716
2024
Q3 		$3.09M Sell
12,206
-834
-6% -$199K 0.01% 750
2024
Q2 		$2.72M Buy
13,040
+1,681
+15% +$327K 0.01% 779
2024
Q1 		$2.19M Buy
11,359
+4,188
+58% +$758K 0.01% 857
2023
Q4 		$1.23M Buy
+7,171
New +$1.04M 0.01% 958

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