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United Services Automobile Association’s Evercore EVR Stock Holding History

United Services Automobile Association’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
-2,351
Closed -$469K – 359
2025
Q1 		$469K Buy
+2,351
New +$586K 0.01% 585
2019
Q3 		– Sell
-6,350
Closed -$562K – 840
2019
Q2 		$562K Hold
6,350
– – ﹤0.01% 1572
2019
Q1 		$578K Hold
6,350
– – ﹤0.01% 1572
2018
Q4 		$454K Hold
6,350
– – ﹤0.01% 1603
2018
Q3 		$638K Hold
6,350
– – ﹤0.01% 1568
2018
Q2 		$670K Hold
6,350
– – ﹤0.01% 1557
2018
Q1 		$554K Buy
+6,350
New +$598K ﹤0.01% 1657
2016
Q1 		– Sell
-8,700
Closed -$470K – 1309
2015
Q4 		$470K Sell
8,700
-4,100
-32% -$221K ﹤0.01% 1217
2015
Q3 		$643K Buy
+12,800
New +$701K ﹤0.01% 1145

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

United Services Automobile Association's EVR Position: Q2 2025 in Review

United Services Automobile Association sold out of Evercore (EVR) in Q2 2025, closing a stake of 2,351 shares — an estimated $469K sold.

United Services Automobile Association first reported a position in EVR in Q3 2015 and held it in 9 quarters. The position peaked at $670K in Q2 2018. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • United Services Automobile Association reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 2,351 Evercore shares in Q2 2025, an estimated $469K.
  • United Services Automobile Association first reported a position in Evercore in Q3 2015 and held it in 9 quarters.
  • United Services Automobile Association's Evercore position peaked at $670K in Q2 2018.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.