Stephens Consulting’s Evercore EVR Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-3	Closed	-$811	–	650
2025 Q2	$811	Buy	+3	New	+$660	﹤0.01%	753

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stephens Consulting's EVR Position: Q3 2025 in Review

Stephens Consulting sold out of Evercore (EVR) in Q3 2025, closing a stake of 3 shares — an estimated $811 sold.

Stephens Consulting first reported a position in EVR in Q2 2025 and held it in 1 quarter. The position peaked at $811 in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

Stephens Consulting reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 3 Evercore shares in Q3 2025, an estimated $811.
Stephens Consulting first reported a position in Evercore in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Evercore position peaked at $811 in Q2 2025.
628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.