QEI
EVR icon

QSV Equity Investors’s Evercore EVR Stock Holding History

QSV Equity Investors’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 		$1.16M Sell
3,401
-1,693
-33% -$544K 1.71% 14
2025
Q3 		$1.72M Sell
5,094
-2,758
-35% -$864K 1.76% 14
2025
Q2 		$2.12M Sell
7,852
-131
-2% -$28.8K 2.21% 6
2025
Q1 		$1.59M Sell
7,983
-18
-0.2% -$4.49K 1.65% 22
2024
Q4 		$2.22M Buy
8,001
+2
+0% +$567 2.13% 9
2024
Q3 		$2.03M Hold
7,999
– – 1.9% 12
2024
Q2 		$1.67M Sell
7,999
-46
-0.6% -$8.95K 1.74% 20
2024
Q1 		$1.55M Sell
8,045
-1,774
-18% -$321K 1.49% 33
2023
Q4 		$1.68M Buy
+9,819
New +$1.42M 1.63% 20

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

QSV Equity Investors's EVR Position: Q4 2025 in Review

QSV Equity Investors reduced its Evercore (EVR) stake by 33% in Q4 2025, selling an estimated $544K and leaving 3,401 shares worth $1.16M. The position accounts for 1.71% of the portfolio, ranked #14.

QSV Equity Investors first reported a position in EVR in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.22M in Q4 2024. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • QSV Equity Investors held 3,401 shares of Evercore worth $1.16M as of Q4 2025.
  • QSV Equity Investors sold 1,693 Evercore shares in Q4 2025, an estimated $544K.
  • Evercore made up 1.71% of QSV Equity Investors's portfolio in Q4 2025, its #14 holding.
  • QSV Equity Investors first reported a position in Evercore in Q4 2023 and has held it in 9 quarters since.
  • QSV Equity Investors's Evercore position peaked at $2.22M in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on QSV Equity Investors's 13F filing for Q4 2025, filed 12 Feb 2026.