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Virtu Financial’s Evercore EVR Stock Holding History

Virtu Financial’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
-5,054
Closed -$1.36M – 1646
2025
Q2 		$1.36M Buy
+5,054
New +$1.11M 0.07% 251
2024
Q2 		– Sell
-3,703
Closed -$713K – 1465
2024
Q1 		$713K Buy
3,703
+2,193
+145% +$397K 0.05% 312
2023
Q4 		$258K Buy
+1,510
New +$219K 0.02% 678
2022
Q3 		– Sell
-14,465
Closed -$1.35M – 1868
2022
Q2 		$1.35M Buy
14,465
+11,466
+382% +$1.22M 0.12% 160
2022
Q1 		$334K Buy
2,999
+529
+21% +$65.1K 0.02% 543
2021
Q4 		$336K Buy
+2,470
New +$360K 0.03% 557
2021
Q2 		– Sell
-5,393
Closed -$710K – 1666
2021
Q1 		$710K Buy
5,393
+3,061
+131% +$374K 0.05% 357
2020
Q4 		$256K Buy
+2,332
New +$208K 0.03% 722
2019
Q4 		– Sell
-7,275
Closed -$583K – 1541
2019
Q3 		$583K Sell
7,275
-6,886
-49% -$571K 0.05% 456
2019
Q2 		$1.25M Buy
+14,161
New +$1.26M 0.07% 228
2018
Q3 		– Sell
-3,553
Closed -$375K – 1715
2018
Q2 		$375K Buy
+3,553
New +$366K 0.02% 988
2018
Q1 		– Sell
-3,450
Closed -$311K – 2129
2017
Q4 		$311K Buy
+3,450
New +$288K 0.02% 1235

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Virtu Financial's EVR Position: Q3 2025 in Review

Virtu Financial sold out of Evercore (EVR) in Q3 2025, closing a stake of 5,054 shares — an estimated $1.36M sold.

Virtu Financial first reported a position in EVR in Q4 2017 and held it in 12 quarters. The position peaked at $1.36M in Q2 2025. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Virtu Financial reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Virtu Financial sold 5,054 Evercore shares in Q3 2025, an estimated $1.36M.
  • Virtu Financial first reported a position in Evercore in Q4 2017 and held it in 12 quarters.
  • Virtu Financial's Evercore position peaked at $1.36M in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Virtu Financial's 13F filing for Q3 2025, filed 14 Nov 2025.