Freedom Day Solutions, LLC EVR — EVERCORE INC

Ownership history in Freedom Day Solutions, LLC  ·  15 quarters on record

AI Ownership Summary

Freedom Day Solutions, LLC reported EVERCORE INC (EVR) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.4% in 2025 Q4. The latest visible filing shows EVR at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freedom Day Solutions, LLC's position in EVERCORE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EVR was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVR stock page Freedom Day Solutions, LLC fund profile Freedom Day Solutions, LLC full holdings
How Freedom Day Solutions, LLC held EVR — position size vs. price
% of Fund (quarterly)    EVR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,865 -174 -4.3% 0.22% $995K 2026-10-20 $252.10
2026 Q2 REDUCED — — — 4,039 -197 -4.7% 0.31% $1.4M 2026-07-24 $338.60
2026 Q1 REDUCED — — — 4,236 -85 -2.0% 0.34% $1.3M 2026-05-05 $324.50
2025 Q4 ADDED — — — 4,321 +89 +2.1% 0.40% $1.5M 2026-02-04 $353.45
2025 Q3 ADDED — — — 4,232 +153 +3.8% 0.39% $1.4M 2025-10-24 $320.74
2025 Q2 REDUCED 9.6% +26.5% ❌ 4,079 -431 -9.6% 0.33% $1.1M 2025-07-24 $296.51
2025 Q1 REDUCED 5.9% +35.7% ❌ 4,510 -281 -5.9% 0.28% $901K 2025-05-01 $202.65
2024 Q4 ADDED — — — 4,791 +183 +4.0% 0.40% $1.3M 2025-02-03 $277.44
2024 Q3 ADDED — — — 4,608 +25 +0.5% 0.36% $1.2M 2024-10-23 $251.89
2024 Q2 ADDED — — — 4,583 +495 +12.1% 0.32% $955K 2024-07-22 $234.22
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVR

As of 2026 Q3 — sorted by position size

BRAUN STACEY ASSOCIATES INC 3Y 7Y 0.71% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.32% Artemis Investment Management LLP 3Y 7Y 0.22% Great Diamond Partners, LLC 3Y 0.21% STACKSTONE WEALTH, LLC 0.21% Legacy Wealth Asset Management, LLC 3Y 0.2% Y-Intercept (Hong Kong) Ltd 3Y 0.19% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.16% Castellan Group 3Y 0.11% Net Worth Advisory Group 0.1%

FAQ About Freedom Day Solutions, LLC and EVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freedom Day Solutions, LLC reported owning EVR?

Freedom Day Solutions, LLC reported EVR across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EVR position in Freedom Day Solutions, LLC's portfolio?

The largest reported portfolio weight for EVR was 0.40% in 2025 Q4.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q3, when Freedom Day Solutions, LLC reported 3,865 shares, equal to 0.22% of portfolio, with an estimated market value of $995K.

What does the chart on this EVR ownership page compare?

The chart compares Freedom Day Solutions, LLC's quarterly EVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Freedom Day Solutions, LLC time their EVR position?

Based on 13F filing dates vs. subsequent EVR price moves, Freedom Day Solutions, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on EVR relative to SPY over the holding period was +3.4%.

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