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Summit Wealth Group (Colorado)’s Evercore EVR Stock Holding History

Summit Wealth Group (Colorado)’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
-19,614
Closed -$3.98M – 318
2025
Q3 		$3.98M Buy
+19,614
New +$6.15M 0.62% 30

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

Summit Wealth Group (Colorado)'s EVR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Evercore (EVR) in Q4 2025, closing a stake of 19,614 shares — an estimated $3.98M sold.

Summit Wealth Group (Colorado) first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $3.98M in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 19,614 Evercore shares in Q4 2025, an estimated $3.98M.
  • Summit Wealth Group (Colorado) first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Evercore position peaked at $3.98M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.