West Oak Capital’s Evercore EVR Stock Holding History

West Oak Capital’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	$590	Hold	175	–	–	0.02%	156
2025 Q2	$473	Hold	175	–	–	0.02%	168
2025 Q1	$350	Hold	175	–	–	0.01%	192
2024 Q4	$485K	Hold	175	–	–	0.02%	179
2024 Q3	$443	Hold	175	–	–	0.01%	187
2024 Q2	$36.5K	Hold	175	–	–	0.01%	196
2024 Q1	$34K	Hold	175	–	–	0.01%	188
2023 Q4	$29K	Hold	175	–	–	0.01%	196
2023 Q3	$24K	Hold	175	–	–	0.01%	197
2023 Q2	$21.6K	Hold	175	–	–	0.01%	201
2023 Q1	$20.2K	Hold	175	–	–	0.01%	201
2022 Q4	$19K	Hold	175	–	–	0.01%	186
2022 Q3	$14K	Hold	175	–	–	0.01%	216
2022 Q2	$16K	Sell	175 -125	-42%	-$13.3K	0.01%	214
2022 Q1	$33K	Buy	+300	New	+$36.9K	0.01%	194

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Oak Capital's EVR Position: Q3 2025 in Review

West Oak Capital held its Evercore (EVR) position steady in Q3 2025 at 175 shares worth $590. The position accounts for 0.02% of the portfolio, ranked #156.

West Oak Capital first reported a position in EVR in Q1 2022 and has held it in 15 quarters since. The position peaked at $485K in Q4 2024. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

West Oak Capital held 175 shares of Evercore worth $590 as of Q3 2025.
West Oak Capital left its Evercore share count unchanged in Q3 2025.
Evercore made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #156 holding.
West Oak Capital first reported a position in Evercore in Q1 2022 and has held it in 15 quarters since.
West Oak Capital's Evercore position peaked at $485K in Q4 2024.
627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.