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Evercore Partners shares owned by Northwest Wealth Management

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Northwest Wealth Management from 13F filings

Historical chart of Northwest Wealth Management investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Northwest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evercore Partners by Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 680 298.51

More positions owned by Northwest Wealth Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Northwest Wealth Management

Top funds holding Evercore Partners

Vanguard Group
BlackRock
Wellington Management Company
Invesco
FMR
TD Asset Management
State Street Corporation
Geode Capital Management
AQR Capital Management
Robeco Investment Management
Millennium Management
Dimensional Fund Advisors
Norges Bank Investment Management
Goldman Sachs Group
Bahl & Gaynor

View all funds holding Evercore Partners