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Dorsey & Whitney Trust’s Evercore EVR Stock Holding History

Dorsey & Whitney Trust’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 		$205K Buy
+600
New +$205K 0.01% 707

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

Dorsey & Whitney Trust's EVR Position: Q2 2026 in Review

Dorsey & Whitney Trust opened a new position in Evercore (EVR) in Q2 2026: 600 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings.

712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Dorsey & Whitney Trust held 600 shares of Evercore worth $205K as of Q2 2026.
  • Evercore was a new Dorsey & Whitney Trust position in Q2 2026.
  • Evercore made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #707 holding.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.