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WealthTrak Capital Management’s Evercore EVR Stock Holding History

WealthTrak 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
Q3 		– Sell
-2
Closed -$541 – 359
2025
Q2 		$541 Sell
2
-5
-71% -$1.1K ﹤0.01% 638
2025
Q1 		$1.4K Buy
7
+6
+600% +$1.5K ﹤0.01% 448
2024
Q4 		$278 Buy
+1
New +$283 ﹤0.01% 735

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthTrak Capital Management's EVR Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 2 shares — an estimated $541 sold.

WealthTrak Capital Management first reported a position in EVR in Q4 2024 and held it in 3 quarters. The position peaked at $1.4K in Q1 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2 Evercore shares in Q3 2025, an estimated $541.
  • WealthTrak Capital Management first reported a position in Evercore in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Evercore position peaked at $1.4K in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.