Squarepoint’s Evercore EVR Stock Holding History

Squarepoint’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
2026 Q1	$1.7M	Sell	5,700 -8,100	-59%	-$2.65M	﹤0.01%	2315
2025 Q4	$4.7M	Buy	+13,800	New	+$4.44M	0.01%	1508

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squarepoint's EVR Position: Q2 2025 in Review

Squarepoint sold out of Evercore (EVR) in Q2 2025, closing a stake of 2,655 shares — an estimated $530K sold.

Squarepoint first reported a position in EVR in Q4 2016 and held it in 29 quarters. The position peaked at $10.4M in Q1 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

Squarepoint reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
Squarepoint sold 2,655 Evercore shares in Q2 2025, an estimated $530K.
Squarepoint first reported a position in Evercore in Q4 2016 and held it in 29 quarters.
Squarepoint's Evercore position peaked at $10.4M in Q1 2024.
565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Squarepoint's 13F filing for Q2 2025, filed 14 Aug 2025.