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Wealthstream Advisors’s Evercore EVR Stock Holding History

Wealthstream Advisors’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 		$272K Buy
806
+10
+1% +$3.13K 0.04% 140
2025
Q2 		$215K Buy
+796
New +$175K 0.04% 159
2025
Q1 		– Sell
-945
Closed -$262K – 172
2024
Q4 		$262K Buy
945
+1
+0.1% +$283 0.05% 124
2024
Q3 		$239K Buy
+944
New +$225K 0.04% 132

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

Wealthstream Advisors's EVR Position: Q3 2025 in Review

Wealthstream Advisors increased its Evercore (EVR) stake by 1.3% in Q3 2025, buying an estimated $3.13K and bringing the position to 806 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #140.

Wealthstream Advisors first reported a position in EVR in Q3 2024 and has held it in 4 quarters since. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Wealthstream Advisors held 806 shares of Evercore worth $272K as of Q3 2025.
  • Wealthstream Advisors bought 10 Evercore shares in Q3 2025, an estimated $3.13K.
  • Evercore made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #140 holding.
  • Wealthstream Advisors first reported a position in Evercore in Q3 2024 and has held it in 4 quarters since.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.