XT
EVR icon

XTX Topco’s Evercore EVR Stock Holding History

XTX Topco’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
2026
Q1 		$9.66M Buy
+32,349
New +$10.6M 0.17% 66
2025
Q4 		– Sell
-2,076
Closed -$700K – 3439
2025
Q3 		$700K Buy
+2,076
New +$651K 0.04% 821
2025
Q2 		– Sell
-6,426
Closed -$1.28M – 2585
2025
Q1 		$1.28M Buy
6,426
+5,269
+455% +$1.31M 0.07% 417
2024
Q4 		$321K Sell
1,157
-819
-41% -$232K 0.03% 1166
2024
Q3 		$501K Sell
1,976
-1,745
-47% -$415K 0.04% 816
2024
Q2 		$776K Sell
3,721
-167
-4% -$32.5K 0.07% 459
2024
Q1 		$749K Buy
3,888
+708
+22% +$128K 0.1% 263
2023
Q4 		$544K Buy
3,180
+369
+13% +$53.4K 0.12% 205
2023
Q3 		$388K Buy
+2,811
New +$382K 0.07% 555
2022
Q4 		– Sell
-3,473
Closed -$286K – 1241
2022
Q3 		$286K Buy
+3,473
New +$328K 0.07% 536
2022
Q2 		– Sell
-3,084
Closed -$343K – 926
2022
Q1 		$343K Buy
+3,084
New +$379K 0.15% 228

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return