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Quantum Financial Advisors’s Evercore EVR Stock Holding History

Quantum Financial 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
Q4 		– Sell
-610
Closed -$206K – 227
2025
Q3 		$206K Buy
+610
New +$191K 0.03% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Quantum Financial Advisors's EVR Position: Q4 2025 in Review

Quantum Financial Advisors sold out of Evercore (EVR) in Q4 2025, closing a stake of 610 shares — an estimated $206K sold.

Quantum Financial Advisors first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Quantum Financial Advisors reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Quantum Financial Advisors sold 610 Evercore shares in Q4 2025, an estimated $206K.
  • Quantum Financial Advisors first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
  • Quantum Financial Advisors's Evercore position peaked at $206K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Quantum Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.