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Principal Securities’s Evercore EVR Stock Holding History

Principal Securities’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
-156
Closed -$52.6K – 2015
2025
Q3 		$52.6K Buy
156
+45
+41% +$14.1K ﹤0.01% 1923
2025
Q2 		$30K Buy
111
+20
+22% +$4.4K ﹤0.01% 2133
2025
Q1 		$25.2K Hold
91
– – ﹤0.01% 2091
2024
Q4 		$25.2K Buy
91
+29
+47% +$8.21K ﹤0.01% 2086
2024
Q3 		$15.7K Sell
62
-49
-44% -$11.7K ﹤0.01% 2243
2024
Q2 		$23.1K Sell
111
-830
-88% -$162K ﹤0.01% 1997
2024
Q1 		$181K Sell
941
-660
-41% -$119K 0.01% 1051
2023
Q4 		$274K Buy
+1,601
New +$232K 0.01% 827

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

Principal Securities's EVR Position: Q4 2025 in Review

Principal Securities sold out of Evercore (EVR) in Q4 2025, closing a stake of 156 shares — an estimated $52.6K sold.

Principal Securities first reported a position in EVR in Q4 2023 and held it in 8 quarters. The position peaked at $274K in Q4 2023. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Principal Securities reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 156 Evercore shares in Q4 2025, an estimated $52.6K.
  • Principal Securities first reported a position in Evercore in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Evercore position peaked at $274K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.