Amundi
EVR icon

Amundi’s Evercore EVR Stock Holding History

Amundi’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 		$16.6M Buy
55,529
+45,162
+436% +$14.8M ﹤0.01% 794
2025
Q4 		$3.53M Buy
10,367
+583
+6% +$187K ﹤0.01% 1078
2025
Q3 		$3.19M Buy
+9,784
New +$3.07M ﹤0.01% 1005
2025
Q2 		– Sell
-98,857
Closed -$17.6M – 1833
2025
Q1 		$17.6M Buy
98,857
+64,137
+185% +$16M 0.01% 735
2024
Q4 		$9.52M Buy
34,720
+26,494
+322% +$7.5M ﹤0.01% 855
2024
Q3 		$2.05M Buy
+8,226
New +$1.96M ﹤0.01% 1150
2023
Q2 		– Sell
-5,924
Closed -$671K – 2056
2023
Q1 		$671K Buy
+5,924
New +$736K ﹤0.01% 1316

Other funds holding EVR

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Amundi's EVR Position: Q1 2026 in Review

Amundi increased its Evercore (EVR) stake by 436% in Q1 2026, buying an estimated $14.8M and bringing the position to 55,529 shares worth $16.6M. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Amundi first reported a position in EVR in Q1 2023 and has held it in 7 quarters since. The position peaked at $17.6M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Amundi held 55,529 shares of Evercore worth $16.6M as of Q1 2026.
  • Amundi bought 45,162 Evercore shares in Q1 2026, an estimated $14.8M.
  • Evercore made up ﹤0.01% of Amundi's portfolio in Q1 2026, its #794 holding.
  • Amundi first reported a position in Evercore in Q1 2023 and has held it in 7 quarters since.
  • Amundi's Evercore position peaked at $17.6M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Amundi's 13F filing for Q1 2026, filed 18 May 2026.