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Citizens Financial Group’s Evercore EVR Stock Holding History

Citizens Financial Group’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 		$538K Sell
1,576
-5
-0.3% -$1.71K 0.01% 625
2026
Q1 		$472K Buy
+1,581
New +$518K 0.01% 555
2020
Q3 		– Sell
-36
Closed -$2K – 462
2020
Q2 		$2K Hold
36
– – ﹤0.01% 974
2020
Q1 		$2K Buy
+36
New +$2.41K ﹤0.01% 1005
2017
Q2 		– Sell
-34
Closed -$3K – 558
2017
Q1 		$3K Sell
34
-13
-28% -$1.01K ﹤0.01% 550
2016
Q4 		$3K Hold
47
– – ﹤0.01% 576
2016
Q3 		$2K Hold
47
– – ﹤0.01% 611
2016
Q2 		$2K Sell
47
-2
-4% -$100 ﹤0.01% 617
2016
Q1 		$3K Buy
49
+26
+113% +$1.24K ﹤0.01% 551
2015
Q4 		$3K Buy
+23
New +$1.24K ﹤0.01% 608

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

Citizens Financial Group's EVR Position: Q2 2026 in Review

Citizens Financial Group reduced its Evercore (EVR) stake by 0.32% in Q2 2026, selling an estimated $1.71K and leaving 1,576 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #625.

Citizens Financial Group first reported a position in EVR in Q4 2015 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Citizens Financial Group held 1,576 shares of Evercore worth $538K as of Q2 2026.
  • Citizens Financial Group sold 5 Evercore shares in Q2 2026, an estimated $1.71K.
  • Evercore made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #625 holding.
  • Citizens Financial Group first reported a position in Evercore in Q4 2015 and has held it in 10 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.