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Evercore Partners shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Evercore Partners by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 4.0k 337.32
2025-06-30 $257k 951 270.02

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Top funds holding Evercore Partners

Vanguard Group
BlackRock
Wellington Management Company
Invesco
Robeco Investment Management
TD Asset Management
State Street Corporation
AQR Capital Management
Geode Capital Management
FMR
Morgan Stanley
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Jpmorgan Chase & Co
Bahl & Gaynor

View all funds holding Evercore Partners