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Wambolt & Associates’s Evercore EVR Stock Holding History

Wambolt & Associates’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 		$1.55M Sell
5,603
-500
-8% -$110K 0.52% 64
2025
Q1 		$1.22M Sell
6,103
-138
-2% -$34.4K 0.42% 76
2024
Q4 		$1.73M Sell
6,241
-1,513
-20% -$429K 0.55% 61
2024
Q3 		$1.95M Buy
7,754
+20
+0.3% +$4.76K 0.53% 66
2024
Q2 		$1.63M Buy
7,734
+308
+4% +$59.9K 0.47% 71
2024
Q1 		$1.41M Buy
7,426
+1,313
+21% +$238K 0.42% 74
2023
Q4 		$1.05M Buy
6,113
+588
+11% +$85.1K 0.34% 100
2023
Q3 		$742K Buy
5,525
+450
+9% +$61.1K 0.27% 128
2023
Q2 		$627K Buy
5,075
+118
+2% +$13.6K 0.22% 141
2023
Q1 		$573K Buy
4,957
+544
+12% +$67.6K 0.2% 147
2022
Q4 		$481K Buy
4,413
+326
+8% +$34K 0.18% 156
2022
Q3 		$336K Buy
4,087
+650
+19% +$61.5K 0.14% 175
2022
Q2 		$322K Buy
3,437
+405
+13% +$43.2K 0.13% 182
2022
Q1 		$339K Buy
3,032
+317
+12% +$39K 0.12% 185
2021
Q4 		$369K Buy
2,715
+599
+28% +$87.3K 0.13% 176
2021
Q3 		$292K Buy
2,116
+488
+30% +$66.3K 0.12% 192
2021
Q2 		$231K Buy
+1,628
New +$228K 0.1% 226

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

Wambolt & Associates's EVR Position: Q2 2025 in Review

Wambolt & Associates reduced its Evercore (EVR) stake by 8.2% in Q2 2025, selling an estimated $110K and leaving 5,603 shares worth $1.55M. The position accounts for 0.52% of the portfolio, ranked #64.

Wambolt & Associates first reported a position in EVR in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.95M in Q3 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Wambolt & Associates held 5,603 shares of Evercore worth $1.55M as of Q2 2025.
  • Wambolt & Associates sold 500 Evercore shares in Q2 2025, an estimated $110K.
  • Evercore made up 0.52% of Wambolt & Associates's portfolio in Q2 2025, its #64 holding.
  • Wambolt & Associates first reported a position in Evercore in Q2 2021 and has held it in 17 quarters since.
  • Wambolt & Associates's Evercore position peaked at $1.95M in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.