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BW Gestao de Investimentos’s Evercore EVR Stock Holding History

BW Gestao de Investimentos’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 		$8.02M Buy
23,498
+2,488
+12% +$851K 0.16% 123
2026
Q1 		$6.27M Sell
21,010
-502
-2% -$164K 0.21% 126
2025
Q4 		$7.32M Buy
+21,512
New +$6.91M 0.17% 127

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

BW Gestao de Investimentos's EVR Position: Q2 2026 in Review

BW Gestao de Investimentos increased its Evercore (EVR) stake by 12% in Q2 2026, buying an estimated $851K and bringing the position to 23,498 shares worth $8.02M. The position accounts for 0.16% of the portfolio, ranked #123.

BW Gestao de Investimentos first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • BW Gestao de Investimentos held 23,498 shares of Evercore worth $8.02M as of Q2 2026.
  • BW Gestao de Investimentos bought 2,488 Evercore shares in Q2 2026, an estimated $851K.
  • Evercore made up 0.16% of BW Gestao de Investimentos's portfolio in Q2 2026, its #123 holding.
  • BW Gestao de Investimentos first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.