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Rise Advisors’s Evercore EVR Stock Holding History

Rise 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
-85
Closed -$28.5K – 547
2025
Q3 		$28.5K Buy
85
+1
+1% +$313 0.01% 396
2025
Q2 		$22.8K Hold
84
– – 0.01% 459
2025
Q1 		$16.8K Sell
84
-33
-28% -$8.22K 0.01% 613
2024
Q4 		$32.3K Buy
117
+1
+0.9% +$283 0.02% 362
2024
Q3 		$29.5K Hold
116
– – 0.01% 423
2024
Q2 		$24.2K Buy
116
+1
+0.9% +$195 0.01% 496
2024
Q1 		$22.2K Buy
+115
New +$20.8K 0.01% 581

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

Rise Advisors's EVR Position: Q4 2025 in Review

Rise Advisors sold out of Evercore (EVR) in Q4 2025, closing a stake of 85 shares — an estimated $28.5K sold.

Rise Advisors first reported a position in EVR in Q1 2024 and held it in 7 quarters. The position peaked at $32.3K in Q4 2024. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Rise Advisors reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 85 Evercore shares in Q4 2025, an estimated $28.5K.
  • Rise Advisors first reported a position in Evercore in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Evercore position peaked at $32.3K in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.