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Westpac Banking Corp’s Evercore EVR Stock Holding History

Westpac Banking Corp’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
-245
Closed -$66.2K – 456
2025
Q2 		$66.2K Buy
+245
New +$53.9K ﹤0.01% 433
2023
Q4 		– Sell
-1,300
Closed -$179K – 472
2023
Q3 		$179K Buy
+1,300
New +$176K 0.01% 389
2015
Q2 		– Sell
-6,124
Closed -$414K – 901
2015
Q1 		$414K Buy
6,124
+1,251
+26% +$63.6K ﹤0.01% 798
2014
Q4 		$255K Buy
+4,873
New +$244K ﹤0.01% 868

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

Westpac Banking Corp's EVR Position: Q3 2025 in Review

Westpac Banking Corp sold out of Evercore (EVR) in Q3 2025, closing a stake of 245 shares — an estimated $66.2K sold.

Westpac Banking Corp first reported a position in EVR in Q4 2014 and held it in 4 quarters. The position peaked at $414K in Q1 2015. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Westpac Banking Corp reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Westpac Banking Corp sold 245 Evercore shares in Q3 2025, an estimated $66.2K.
  • Westpac Banking Corp first reported a position in Evercore in Q4 2014 and held it in 4 quarters.
  • Westpac Banking Corp's Evercore position peaked at $414K in Q1 2015.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Westpac Banking Corp's 13F filing for Q3 2025, filed 12 Nov 2025.