EI
EVR icon

EFG International’s Evercore EVR Stock Holding History

EFG International’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 		$4.95M Hold
14,483
– – 0.09% 197
2026
Q1 		$4.32M Sell
14,483
-12,338
-46% -$4.04M 0.09% 204
2025
Q4 		$9.15M Buy
+26,821
New +$8.62M 0.18% 98

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

EFG International's EVR Position: Q2 2026 in Review

EFG International held its Evercore (EVR) position steady in Q2 2026 at 14,483 shares worth $4.95M. The position accounts for 0.09% of the portfolio, ranked #197.

EFG International first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.15M in Q4 2025. 711 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • EFG International held 14,483 shares of Evercore worth $4.95M as of Q2 2026.
  • EFG International left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.09% of EFG International's portfolio in Q2 2026, its #197 holding.
  • EFG International first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Evercore position peaked at $9.15M in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.