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
Q2 		$9.49M Sell
27,805
-27,724
-50% -$9.49M ﹤0.01% 903
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Amundi's EVR Position: Q2 2026 in Review

Amundi reduced its Evercore (EVR) stake by 50% in Q2 2026, selling an estimated $9.49M and leaving 27,805 shares worth $9.49M. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Amundi first reported a position in EVR in Q1 2023 and has held it in 8 quarters since. The position peaked at $17.6M in Q1 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Amundi held 27,805 shares of Evercore worth $9.49M as of Q2 2026.
  • Amundi sold 27,724 Evercore shares in Q2 2026, an estimated $9.49M.
  • Evercore made up ﹤0.01% of Amundi's portfolio in Q2 2026, its #903 holding.
  • Amundi first reported a position in Evercore in Q1 2023 and has held it in 8 quarters since.
  • Amundi's Evercore position peaked at $17.6M in Q1 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.