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Summit Securities Group’s Evercore EVR Stock Holding History

Summit Securities 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
Q3 		– Sell
-927
Closed -$250K – 1117
2025
Q2 		$250K Buy
927
+926
+92,600% +$204K 0.05% 227
2025
Q1 		$200 Buy
+1
New +$249 ﹤0.01% 735
2014
Q2 		– Sell
-1
Closed – – 601
2014
Q1 		$0 Buy
+1
New +$57 ﹤0.01% 457
2013
Q3 		– Sell
-200
Closed -$8K – 459
2013
Q2 		$8K Buy
+200
New +$7.75K ﹤0.01% 339

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Securities Group's EVR Position: Q3 2025 in Review

Summit Securities Group sold out of Evercore (EVR) in Q3 2025, closing a stake of 927 shares — an estimated $250K sold.

Summit Securities Group first reported a position in EVR in Q2 2013 and held it in 4 quarters. The position peaked at $250K in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Summit Securities Group reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 927 Evercore shares in Q3 2025, an estimated $250K.
  • Summit Securities Group first reported a position in Evercore in Q2 2013 and held it in 4 quarters.
  • Summit Securities Group's Evercore position peaked at $250K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.