PA
EVR icon

PSI Advisors’s Evercore EVR Stock Holding History

PSI Advisors’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 		– Sell
-1
Closed -$200 – 276
2025
Q1 		$200 Hold
1
– – ﹤0.01% 709
2024
Q4 		$277 Hold
1
– – ﹤0.01% 831
2024
Q3 		$253 Hold
1
– – ﹤0.01% 837
2024
Q2 		$208 Hold
1
– – ﹤0.01% 824
2024
Q1 		$193 Hold
1
– – ﹤0.01% 762
2023
Q4 		$171 Hold
1
– – ﹤0.01% 830
2023
Q3 		$138 Hold
1
– – ﹤0.01% 817
2023
Q2 		$124 Hold
1
– – ﹤0.01% 813
2023
Q1 		$115 Hold
1
– – ﹤0.01% 765
2022
Q4 		$109 Hold
1
– – ﹤0.01% 753
2022
Q3 		$0 Buy
+1
New +$95 ﹤0.01% 784
2022
Q2 		– Sell
-1
Closed – – 787
2022
Q1 		$0 Hold
1
– – ﹤0.01% 740
2021
Q4 		$0 Buy
+1
New +$146 ﹤0.01% 779

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

PSI Advisors's EVR Position: Q2 2025 in Review

PSI Advisors sold out of Evercore (EVR) in Q2 2025, closing a stake of 1 share — an estimated $200 sold.

PSI Advisors first reported a position in EVR in Q4 2021 and held it in 13 quarters. The position peaked at $277 in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • PSI Advisors reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1 Evercore share in Q2 2025, an estimated $200.
  • PSI Advisors first reported a position in Evercore in Q4 2021 and held it in 13 quarters.
  • PSI Advisors's Evercore position peaked at $277 in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.