Aviva
EVR icon

Aviva’s Evercore EVR Stock Holding History

Aviva’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 		$782K Sell
2,290
-497
-18% -$170K ﹤0.01% 652
2026
Q1 		$832K Sell
2,787
-468
-14% -$153K ﹤0.01% 652
2025
Q4 		$1.11M Buy
3,255
+1,812
+126% +$582K ﹤0.01% 659
2025
Q3 		$487K Sell
1,443
-515
-26% -$161K ﹤0.01% 760
2025
Q2 		$529K Sell
1,958
-893
-31% -$196K ﹤0.01% 700
2025
Q1 		$569K Buy
2,851
+821
+40% +$205K ﹤0.01% 761
2024
Q4 		$563K Buy
2,030
+261
+15% +$73.9K ﹤0.01% 772
2024
Q3 		$448K Buy
+1,769
New +$421K ﹤0.01% 821
2024
Q1 		– Sell
-2,666
Closed -$456K – 978
2023
Q4 		$456K Sell
2,666
-8,685
-77% -$1.26M ﹤0.01% 876
2023
Q3 		$1.57M Buy
+11,351
New +$1.54M 0.01% 649
2023
Q2 		– Sell
-14,323
Closed -$1.65M – 980
2023
Q1 		$1.65M Sell
14,323
-14,897
-51% -$1.85M 0.01% 694
2022
Q4 		$3.19M Buy
+29,220
New +$3.05M 0.02% 646
2022
Q3 		– Sell
-6,453
Closed -$604K – 1020
2022
Q2 		$604K Buy
6,453
+591
+10% +$63K ﹤0.01% 1009
2022
Q1 		$653K Sell
5,862
-11,505
-66% -$1.42M ﹤0.01% 1014
2021
Q4 		$2.36M Buy
17,367
+5,067
+41% +$739K 0.01% 834
2021
Q3 		$1.64M Buy
+12,300
New +$1.67M 0.01% 831

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

Aviva's EVR Position: Q2 2026 in Review

Aviva reduced its Evercore (EVR) stake by 18% in Q2 2026, selling an estimated $170K and leaving 2,290 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Aviva first reported a position in EVR in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.19M in Q4 2022. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Aviva held 2,290 shares of Evercore worth $782K as of Q2 2026.
  • Aviva sold 497 Evercore shares in Q2 2026, an estimated $170K.
  • Evercore made up ﹤0.01% of Aviva's portfolio in Q2 2026, its #652 holding.
  • Aviva first reported a position in Evercore in Q3 2021 and has held it in 16 quarters since.
  • Aviva's Evercore position peaked at $3.19M in Q4 2022.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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