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Ransom Advisory’s Evercore EVR Stock Holding History

Ransom Advisory’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 		$1.14M Hold
3,350
– – 0.45% 48
2025
Q3 		$1.13M Sell
3,350
-100
-3% -$31.3K 0.51% 44
2025
Q2 		$932K Hold
3,450
– – 0.44% 49
2025
Q1 		$689K Hold
3,450
– – 0.34% 63
2024
Q4 		$956K Sell
3,450
-750
-18% -$212K 0.44% 49
2024
Q3 		$1.06M Hold
4,200
– – 0.5% 42
2024
Q2 		$875K Hold
4,200
– – 0.44% 49
2024
Q1 		$809K Buy
+4,200
New +$760K 0.43% 53

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

Ransom Advisory's EVR Position: Q4 2025 in Review

Ransom Advisory held its Evercore (EVR) position steady in Q4 2025 at 3,350 shares worth $1.14M. The position accounts for 0.45% of the portfolio, ranked #48.

Ransom Advisory first reported a position in EVR in Q1 2024 and has held it in 8 quarters since. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Ransom Advisory held 3,350 shares of Evercore worth $1.14M as of Q4 2025.
  • Ransom Advisory left its Evercore share count unchanged in Q4 2025.
  • Evercore made up 0.45% of Ransom Advisory's portfolio in Q4 2025, its #48 holding.
  • Ransom Advisory first reported a position in Evercore in Q1 2024 and has held it in 8 quarters since.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.