Capital International Investors
EVR icon

Capital International Investors’s Evercore EVR Stock Holding History

Capital International Investors’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 		$111M Buy
324,747
+168,978
+108% +$57.8M 0.02% 282
2026
Q1 		$46.5M Sell
155,769
-11,021
-7% -$3.61M 0.01% 338
2025
Q4 		$56.8M Sell
166,790
-437,977
-72% -$141M 0.01% 335
2025
Q3 		$204M Buy
604,767
+3,719
+0.6% +$1.17M 0.03% 235
2025
Q2 		$162M Buy
+601,048
New +$132M 0.03% 241

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital International Investors's EVR Position: Q2 2026 in Review

Capital International Investors increased its Evercore (EVR) stake by 108% in Q2 2026, buying an estimated $57.8M and bringing the position to 324,747 shares worth $111M. The position accounts for 0.02% of the portfolio, ranked #282.

Capital International Investors first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $204M in Q3 2025. 552 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Capital International Investors held 324,747 shares of Evercore worth $111M as of Q2 2026.
  • Capital International Investors bought 168,978 Evercore shares in Q2 2026, an estimated $57.8M.
  • Evercore made up 0.02% of Capital International Investors's portfolio in Q2 2026, its #282 holding.
  • Capital International Investors first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • Capital International Investors's Evercore position peaked at $204M in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.