Canada Pension Plan Investment Board
EVR icon

Canada Pension Plan Investment Board’s Evercore EVR Stock Holding History

Canada Pension Plan Investment Board’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 		$31.3M Sell
91,600
-24,440
-21% -$8.36M 0.02% 475
2026
Q1 		$34.6M Buy
116,040
+29,520
+34% +$9.67M 0.02% 409
2025
Q4 		$29.4M Buy
86,520
+10,313
+14% +$3.31M 0.02% 447
2025
Q3 		$25.7M Buy
76,207
+8,507
+13% +$2.67M 0.02% 453
2025
Q2 		$18.3M Buy
67,700
+5,400
+9% +$1.19M 0.02% 488
2025
Q1 		$12.4M Buy
62,300
+25,800
+71% +$6.43M 0.01% 538
2024
Q4 		$10.1M Hold
36,500
– – 0.01% 596
2024
Q3 		$9.25M Hold
36,500
– – 0.01% 591
2024
Q2 		$7.61M Buy
36,500
+6,300
+21% +$1.23M 0.01% 635
2024
Q1 		$5.82M Buy
30,200
+10,800
+56% +$1.95M 0.01% 692
2023
Q4 		$3.32M Sell
19,400
-4,500
-19% -$651K ﹤0.01% 748
2023
Q3 		$3.3M Sell
23,900
-14,400
-38% -$1.95M ﹤0.01% 676
2023
Q2 		$4.73M Sell
38,300
-4,500
-11% -$518K 0.01% 587
2023
Q1 		$4.94M Sell
42,800
-8,041
-16% -$999K 0.01% 578
2022
Q4 		$5.55M Buy
50,841
+4,900
+11% +$511K 0.01% 499
2022
Q3 		$3.78M Buy
45,941
+32,800
+250% +$3.1M 0.01% 570
2022
Q2 		$1.23M Buy
13,141
+7,500
+133% +$799K ﹤0.01% 766
2022
Q1 		$628K Buy
5,641
+3,957
+235% +$487K ﹤0.01% 904
2021
Q4 		$229K Sell
1,684
-1,046
-38% -$153K ﹤0.01% 1225
2021
Q3 		$365K Buy
2,730
+1,045
+62% +$142K ﹤0.01% 1181
2021
Q2 		$237K Sell
1,685
-396
-19% -$55.4K ﹤0.01% 947
2021
Q1 		$274K Sell
2,081
-12,824
-86% -$1.57M ﹤0.01% 1129
2020
Q4 		$1.63M Buy
14,905
+2,208
+17% +$197K ﹤0.01% 874
2020
Q3 		$831K Sell
12,697
-1,465
-10% -$88.9K ﹤0.01% 763
2020
Q2 		$834K Sell
14,162
-16,729
-54% -$910K ﹤0.01% 964
2020
Q1 		$1.42M Buy
30,891
+23,355
+310% +$1.56M ﹤0.01% 794
2019
Q4 		$563K Sell
7,536
-2,264
-23% -$173K ﹤0.01% 1142
2019
Q3 		$785K Sell
9,800
-24,879
-72% -$2.06M ﹤0.01% 993
2019
Q2 		$3.07M Buy
34,679
+13,779
+66% +$1.23M 0.01% 854
2019
Q1 		$1.9M Buy
20,900
+14,600
+232% +$1.28M ﹤0.01% 1002
2018
Q4 		$451K Buy
+6,300
New +$517K ﹤0.01% 1143
2018
Q3 		– Sell
-11,200
Closed -$1.18M – 1277
2018
Q2 		$1.18M Buy
11,200
+1,300
+13% +$134K ﹤0.01% 1050
2018
Q1 		$863K Buy
9,900
+3,700
+60% +$348K ﹤0.01% 1075
2017
Q4 		$558K Buy
6,200
+5,200
+520% +$434K ﹤0.01% 1023
2017
Q3 		$80K Buy
+1,000
New +$75.2K ﹤0.01% 1086

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 $3.38T AUM 44.17% 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

Canada Pension Plan Investment Board's EVR Position: Q2 2026 in Review

Canada Pension Plan Investment Board reduced its Evercore (EVR) stake by 21% in Q2 2026, selling an estimated $8.36M and leaving 91,600 shares worth $31.3M. The position accounts for 0.02% of the portfolio, ranked #475.

Canada Pension Plan Investment Board first reported a position in EVR in Q3 2017 and has held it in 35 quarters since. The position peaked at $34.6M in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Canada Pension Plan Investment Board held 91,600 shares of Evercore worth $31.3M as of Q2 2026.
  • Canada Pension Plan Investment Board sold 24,440 Evercore shares in Q2 2026, an estimated $8.36M.
  • Evercore made up 0.02% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #475 holding.
  • Canada Pension Plan Investment Board first reported a position in Evercore in Q3 2017 and has held it in 35 quarters since.
  • Canada Pension Plan Investment Board's Evercore position peaked at $34.6M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.