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SageView Advisory Group’s Evercore EVR Stock Holding History

SageView Advisory Group’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 		$353K Sell
1,036
-3
-0.3% -$964 0.01% 439
2025
Q3 		$350K Buy
+1,039
New +$326K 0.01% 469

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

SageView Advisory Group's EVR Position: Q4 2025 in Review

SageView Advisory Group reduced its Evercore (EVR) stake by 0.29% in Q4 2025, selling an estimated $964 and leaving 1,036 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #439.

SageView Advisory Group first reported a position in EVR in Q3 2025 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • SageView Advisory Group held 1,036 shares of Evercore worth $353K as of Q4 2025.
  • SageView Advisory Group sold 3 Evercore shares in Q4 2025, an estimated $964.
  • Evercore made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #439 holding.
  • SageView Advisory Group first reported a position in Evercore in Q3 2025 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.