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Eurizon Capital SGR SpA’s Evercore EVR Stock Holding History

Eurizon Capital SGR SpA’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 		$198K Buy
584
+343
+142% +$117K ﹤0.01% 747
2026
Q1 		$69.1K Buy
241
+139
+136% +$45.5K ﹤0.01% 969
2025
Q4 		$35K Buy
+102
New +$32.8K ﹤0.01% 930

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

Eurizon Capital SGR SpA's EVR Position: Q2 2026 in Review

Eurizon Capital SGR SpA increased its Evercore (EVR) stake by 142% in Q2 2026, buying an estimated $117K and bringing the position to 584 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Eurizon Capital SGR SpA first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Eurizon Capital SGR SpA held 584 shares of Evercore worth $198K as of Q2 2026.
  • Eurizon Capital SGR SpA bought 343 Evercore shares in Q2 2026, an estimated $117K.
  • Evercore made up ﹤0.01% of Eurizon Capital SGR SpA's portfolio in Q2 2026, its #747 holding.
  • Eurizon Capital SGR SpA first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • 709 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Eurizon Capital SGR SpA's 13F filing for Q2 2026, filed 29 Jul 2026.