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TownSquare Capital’s Evercore EVR Stock Holding History

TownSquare Capital’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
-811
Closed -$219K – 455
2025
Q2 		$219K Sell
811
-3,870
-83% -$851K 0.02% 563
2025
Q1 		$935K Buy
4,681
+539
+13% +$134K 0.01% 873
2024
Q4 		$1.15M Sell
4,142
-188
-4% -$53.3K 0.01% 726
2024
Q3 		$1.1M Buy
4,330
+163
+4% +$38.8K 0.01% 700
2024
Q2 		$868K Sell
4,167
-149
-3% -$29K 0.01% 706
2024
Q1 		$831K Sell
4,316
-843
-16% -$153K 0.01% 705
2023
Q4 		$882K Sell
5,159
-248
-5% -$35.9K 0.02% 633
2023
Q3 		$745K Sell
5,407
-2,081
-28% -$282K 0.01% 638
2023
Q2 		$925K Buy
7,488
+181
+2% +$20.8K 0.02% 571
2023
Q1 		$843K Buy
7,307
+395
+6% +$49.1K 0.02% 530
2022
Q4 		$754K Buy
+6,912
New +$721K 0.02% 531
2022
Q2 		– Sell
-3,795
Closed -$422K – 732
2022
Q1 		$422K Sell
3,795
-127
-3% -$15.6K 0.01% 531
2021
Q4 		$533K Buy
+3,922
New +$572K 0.01% 483

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

TownSquare Capital's EVR Position: Q3 2025 in Review

TownSquare Capital sold out of Evercore (EVR) in Q3 2025, closing a stake of 811 shares — an estimated $219K sold.

TownSquare Capital first reported a position in EVR in Q4 2021 and held it in 13 quarters. The position peaked at $1.15M in Q4 2024. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • TownSquare Capital reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • TownSquare Capital sold 811 Evercore shares in Q3 2025, an estimated $219K.
  • TownSquare Capital first reported a position in Evercore in Q4 2021 and held it in 13 quarters.
  • TownSquare Capital's Evercore position peaked at $1.15M in Q4 2024.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.