Daiwa Securities Group
EVR icon

Daiwa Securities Group’s Evercore EVR Stock Holding History

Daiwa Securities 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 		$130K Buy
+381
New +$130K ﹤0.01% 1104
2025
Q4 		– Sell
-2,080
Closed -$702K – 1381
2025
Q3 		$702K Buy
+2,080
New +$652K ﹤0.01% 821
2025
Q2 		– Sell
-2,250
Closed -$449K – 1311
2025
Q1 		$449K Buy
2,250
+1,790
+389% +$446K ﹤0.01% 850
2024
Q4 		$128K Buy
+460
New +$130K ﹤0.01% 984

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

Daiwa Securities Group's EVR Position: Q2 2026 in Review

Daiwa Securities Group opened a new position in Evercore (EVR) in Q2 2026: 381 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Daiwa Securities Group previously reported a position in EVR as recently as Q3 2025.

Daiwa Securities Group first reported a position in EVR in Q4 2024 and has held it in 4 quarters since. The position peaked at $702K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Daiwa Securities Group held 381 shares of Evercore worth $130K as of Q2 2026.
  • Evercore was a new Daiwa Securities Group position in Q2 2026.
  • Evercore made up ﹤0.01% of Daiwa Securities Group's portfolio in Q2 2026, its #1104 holding.
  • Daiwa Securities Group first reported a position in Evercore in Q4 2024 and has held it in 4 quarters since.
  • Daiwa Securities Group's Evercore position peaked at $702K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.