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Voleon Capital Management’s Evercore EVR Stock Holding History

Voleon Capital 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
Q4 		– Sell
-701
Closed -$236K – 861
2025
Q3 		$236K Buy
+701
New +$220K 0.01% 785
2025
Q2 		– Sell
-2,004
Closed -$400K – 494
2025
Q1 		$400K Buy
+2,004
New +$499K 0.03% 270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Voleon Capital Management's EVR Position: Q4 2025 in Review

Voleon Capital Management sold out of Evercore (EVR) in Q4 2025, closing a stake of 701 shares — an estimated $236K sold.

Voleon Capital Management first reported a position in EVR in Q1 2025 and held it in 2 quarters. The position peaked at $400K in Q1 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Voleon Capital Management reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Voleon Capital Management sold 701 Evercore shares in Q4 2025, an estimated $236K.
  • Voleon Capital Management first reported a position in Evercore in Q1 2025 and held it in 2 quarters.
  • Voleon Capital Management's Evercore position peaked at $400K in Q1 2025.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Voleon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.