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Covea Finance’s Evercore EVR Stock Holding History

Covea Finance’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 		$3.11M Buy
9,100
+700
+8% +$240K 0.1% 140
2026
Q1 		$2.51M Sell
8,400
-95,500
-92% -$31.3M 0.09% 134
2025
Q4 		$35.4M Buy
103,900
+49,100
+90% +$15.8M 1.16% 26
2025
Q3 		$18.5M Buy
+54,800
New +$17.2M 0.64% 50

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

Covea Finance's EVR Position: Q2 2026 in Review

Covea Finance increased its Evercore (EVR) stake by 8.3% in Q2 2026, buying an estimated $240K and bringing the position to 9,100 shares worth $3.11M. The position accounts for 0.1% of the portfolio, ranked #140.

Covea Finance first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.4M in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Covea Finance held 9,100 shares of Evercore worth $3.11M as of Q2 2026.
  • Covea Finance bought 700 Evercore shares in Q2 2026, an estimated $240K.
  • Evercore made up 0.1% of Covea Finance's portfolio in Q2 2026, its #140 holding.
  • Covea Finance first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Covea Finance's Evercore position peaked at $35.4M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Covea Finance's 13F filing for Q2 2026, filed 13 Jul 2026.