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SVB Wealth’s Evercore EVR Stock Holding History

SVB Wealth’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
Q2 		– Sell
-296
Closed -$59.1K – 888
2025
Q1 		$59.1K Buy
+296
New +$73.7K ﹤0.01% 494
2019
Q1 		– Sell
-3,865
Closed -$277K – 403
2018
Q4 		$277K Sell
3,865
-2,895
-43% -$238K 0.01% 356
2018
Q3 		$680K Sell
6,760
-770
-10% -$83K 0.02% 298
2018
Q2 		$794K Sell
7,530
-1,260
-14% -$130K 0.03% 277
2018
Q1 		$766K Sell
8,790
-125
-1% -$11.8K 0.03% 293
2017
Q4 		$802K Sell
8,915
-5
-0.1% -$417 0.03% 288
2017
Q3 		$716K Sell
8,920
-485
-5% -$36.5K 0.03% 304
2017
Q2 		$663K Sell
9,405
-240
-2% -$17.5K 0.03% 318
2017
Q1 		$751K Sell
9,645
-1,945
-17% -$151K 0.03% 294
2016
Q4 		$796K Sell
11,590
-720
-6% -$44.3K 0.03% 277
2016
Q3 		$634K Sell
12,310
-175
-1% -$8.8K 0.03% 303
2016
Q2 		$552K Sell
12,485
-125
-1% -$6.22K 0.02% 323
2016
Q1 		$653K Buy
12,610
+100
+0.8% +$4.78K 0.03% 305
2015
Q4 		$676K Buy
12,510
+560
+5% +$30.2K 0.03% 325
2015
Q3 		$600K Buy
11,950
+465
+4% +$25.5K 0.02% 375
2015
Q2 		$620K Buy
11,485
+130
+1% +$6.63K 0.02% 396
2015
Q1 		$587K Buy
+11,355
New +$577K 0.02% 395

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SVB Wealth's EVR Position: Q2 2025 in Review

SVB Wealth sold out of Evercore (EVR) in Q2 2025, closing a stake of 296 shares — an estimated $59.1K sold.

SVB Wealth first reported a position in EVR in Q1 2015 and held it in 17 quarters. The position peaked at $802K in Q4 2017. 566 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • SVB Wealth reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 296 Evercore shares in Q2 2025, an estimated $59.1K.
  • SVB Wealth first reported a position in Evercore in Q1 2015 and held it in 17 quarters.
  • SVB Wealth's Evercore position peaked at $802K in Q4 2017.
  • 566 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

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