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Pitcairn’s Evercore EVR Stock Holding History

Pitcairn’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
-2,038
Closed -$687K – 191
2025
Q3 		$687K Sell
2,038
-375
-16% -$118K 0.05% 283
2025
Q2 		$652K Sell
2,413
-437
-15% -$96.1K 0.04% 350
2025
Q1 		$569K Buy
2,850
+50
+2% +$12.5K 0.03% 393
2024
Q4 		$776K Buy
2,800
+3
+0.1% +$850 0.05% 307
2024
Q3 		$709K Sell
2,797
-449
-14% -$107K 0.04% 331
2024
Q2 		$677K Buy
3,246
+205
+7% +$39.9K 0.04% 345
2024
Q1 		$586K Sell
3,041
-240
-7% -$43.4K 0.04% 387
2023
Q4 		$561K Sell
3,281
-46
-1% -$6.66K 0.04% 369
2023
Q3 		$459K Sell
3,327
-20
-0.6% -$2.71K 0.04% 383
2023
Q2 		$414K Sell
3,347
-45
-1% -$5.18K 0.03% 422
2023
Q1 		$391K Sell
3,392
-97
-3% -$12.1K 0.04% 421
2022
Q4 		$381K Sell
3,489
-28
-0.8% -$2.92K 0.04% 393
2022
Q3 		$289K Sell
3,517
-766
-18% -$72.4K 0.03% 446
2022
Q2 		$401K Buy
+4,283
New +$456K 0.04% 359

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

Pitcairn's EVR Position: Q4 2025 in Review

Pitcairn sold out of Evercore (EVR) in Q4 2025, closing a stake of 2,038 shares — an estimated $687K sold.

Pitcairn first reported a position in EVR in Q2 2022 and held it in 14 quarters. The position peaked at $776K in Q4 2024. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Pitcairn reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 2,038 Evercore shares in Q4 2025, an estimated $687K.
  • Pitcairn first reported a position in Evercore in Q2 2022 and held it in 14 quarters.
  • Pitcairn's Evercore position peaked at $776K in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.