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BOLTON SECURITIES CORPORATION’s Evercore EVR Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$2.4K Buy
+12
New +$2.99K ﹤0.01% 1702

Other funds holding EVR

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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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EVR Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Evercore (EVR) in Q1 2025: 12 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #1702 among its holdings.

556 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 12 shares of Evercore worth $2.4K as of Q1 2025.
  • Evercore was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • Evercore made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1702 holding.
  • 556 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.