TFM
EVR icon

TFC Financial Management’s Evercore EVR Stock Holding History

TFC Financial Management’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
-1
Closed -$200 – 1014
2025
Q1 		$200 Hold
1
– – ﹤0.01% 725
2024
Q4 		$278 Hold
1
– – ﹤0.01% 717
2024
Q3 		$254 Hold
1
– – ﹤0.01% 727
2024
Q2 		$209 Buy
+1
New +$195 ﹤0.01% 720

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's EVR Position: Q2 2025 in Review

TFC Financial Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 1 share — an estimated $200 sold.

TFC Financial Management first reported a position in EVR in Q2 2024 and held it in 4 quarters. The position peaked at $278 in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • TFC Financial Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Evercore share in Q2 2025, an estimated $200.
  • TFC Financial Management first reported a position in Evercore in Q2 2024 and held it in 4 quarters.
  • TFC Financial Management's Evercore position peaked at $278 in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.