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Centiva Capital’s Evercore EVR Stock Holding History

Centiva Capital’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 		$519K Buy
+1,520
New +$520K ﹤0.01% 896
2025
Q2 		– Sell
-11,642
Closed -$2.33M – 1701
2025
Q1 		$2.33M Sell
11,642
-4,560
-28% -$1.14M 0.07% 146
2024
Q4 		$4.49M Buy
16,202
+9,110
+128% +$2.58M 0.09% 107
2024
Q3 		$1.8M Buy
+7,092
New +$1.69M 0.04% 505
2024
Q2 		– Sell
-5,844
Closed -$1.13M – 2183
2024
Q1 		$1.13M Buy
5,844
+2,171
+59% +$393K 0.03% 611
2023
Q4 		$628K Buy
+3,673
New +$532K 0.01% 847
2023
Q3 		– Sell
-3,069
Closed -$379K – 1813
2023
Q2 		$379K Sell
3,069
-7,856
-72% -$904K 0.01% 980
2023
Q1 		$1.26M Buy
+10,925
New +$1.36M 0.03% 533
2021
Q2 		– Sell
-2,814
Closed -$371K – 1446
2021
Q1 		$371K Buy
+2,814
New +$344K 0.01% 678

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

Centiva Capital's EVR Position: Q2 2026 in Review

Centiva Capital opened a new position in Evercore (EVR) in Q2 2026: 1,520 shares worth $519K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Centiva Capital previously reported a position in EVR as recently as Q1 2025.

Centiva Capital first reported a position in EVR in Q1 2021 and has held it in 9 quarters since. The position peaked at $4.49M in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Centiva Capital held 1,520 shares of Evercore worth $519K as of Q2 2026.
  • Evercore was a new Centiva Capital position in Q2 2026.
  • Evercore made up ﹤0.01% of Centiva Capital's portfolio in Q2 2026, its #896 holding.
  • Centiva Capital first reported a position in Evercore in Q1 2021 and has held it in 9 quarters since.
  • Centiva Capital's Evercore position peaked at $4.49M in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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