PTC
EVR icon

Private Trust Company’s Evercore EVR Stock Holding History

Private Trust Company’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
Q3 		– Sell
-1
Closed -$270 – 2588
2025
Q2 		$270 Hold
1
– – ﹤0.01% 2431
2025
Q1 		$200 Sell
1
-659
-100% -$164K ﹤0.01% 2448
2024
Q4 		$183K Hold
660
– – 0.02% 731
2024
Q3 		$167K Buy
660
+659
+65,900% +$157K 0.02% 757
2024
Q2 		$208 Buy
+1
New +$195 ﹤0.01% 2247
2022
Q4 		– Sell
-76
Closed -$6K – 2192
2022
Q3 		$6K Hold
76
– – ﹤0.01% 1613
2022
Q2 		$7K Buy
+76
New +$8.1K ﹤0.01% 1625
2014
Q4 		– Sell
-55
Closed -$3K – 567
2014
Q3 		$3K Buy
55
+23
+72% +$1.19K ﹤0.01% 1455
2014
Q2 		$2K Buy
32
+20
+167% +$1.1K ﹤0.01% 1589
2014
Q1 		$1K Buy
+12
New +$686 ﹤0.01% 1618
2013
Q4 		– Sell
-43
Closed -$2K – 1773
2013
Q3 		$2K Hold
43
– – ﹤0.01% 1401
2013
Q2 		$2K Buy
+43
New +$1.67K ﹤0.01% 1328

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Trust Company's EVR Position: Q3 2025 in Review

Private Trust Company sold out of Evercore (EVR) in Q3 2025, closing a stake of 1 share — an estimated $270 sold.

Private Trust Company first reported a position in EVR in Q2 2013 and held it in 12 quarters. The position peaked at $183K in Q4 2024. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Private Trust Company reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Private Trust Company sold 1 Evercore share in Q3 2025, an estimated $270.
  • Private Trust Company first reported a position in Evercore in Q2 2013 and held it in 12 quarters.
  • Private Trust Company's Evercore position peaked at $183K in Q4 2024.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.