Handelsbanken Fonder’s Evercore EVR Stock Holding History

Handelsbanken Fonder’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	$3.97M	Buy	11,617 +960	+9%	+$328K	0.01%	567
2026 Q1	$3.18M	Hold	10,657	–	–	0.01%	589
2025 Q4	$3.63M	Buy	10,657 +1,520	+17%	+$489K	0.01%	561
2025 Q3	$3.08M	Hold	9,137	–	–	0.01%	596
2025 Q2	$2.47M	Sell	9,137 -200	-2%	-$44K	0.01%	585
2025 Q1	$1.86M	Hold	9,337	–	–	0.01%	672
2024 Q4	$2.59M	Sell	9,337 -1,700	-15%	-$482K	0.01%	582
2024 Q3	$2.8M	Buy	11,037 +4,100	+59%	+$976K	0.01%	555
2024 Q2	$1.45M	Hold	6,937	–	–	0.01%	690
2024 Q1	$1.34M	Buy	6,937 +1,700	+32%	+$308K	0.01%	731
2023 Q4	$896K	Hold	5,237	–	–	﹤0.01%	848
2023 Q3	$722K	Hold	5,237	–	–	﹤0.01%	871
2023 Q2	$647K	Hold	5,237	–	–	﹤0.01%	942
2023 Q1	$604K	Hold	5,237	–	–	﹤0.01%	919
2022 Q4	$571K	Hold	5,237	–	–	﹤0.01%	894
2022 Q3	$431K	Hold	5,237	–	–	﹤0.01%	1047
2022 Q2	$490K	Hold	5,237	–	–	﹤0.01%	1031
2022 Q1	$583K	Buy	5,237 +2,500	+91%	+$308K	﹤0.01%	1088
2021 Q4	$372K	Sell	2,737 -5,400	-66%	-$787K	﹤0.01%	1531
2021 Q3	$1.09M	Hold	8,137	–	–	0.01%	859
2021 Q2	$1.15M	Buy	8,137 +2,200	+37%	+$308K	0.01%	849
2021 Q1	$782K	Hold	5,937	–	–	﹤0.01%	961
2020 Q4	$651K	Hold	5,937	–	–	﹤0.01%	1016
2020 Q3	$389K	Hold	5,937	–	–	﹤0.01%	1119
2020 Q2	$350K	Buy	+5,937	New	+$323K	﹤0.01%	1133

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

Handelsbanken Fonder's EVR Position: Q2 2026 in Review

Handelsbanken Fonder increased its Evercore (EVR) stake by 9% in Q2 2026, buying an estimated $328K and bringing the position to 11,617 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #567.

Handelsbanken Fonder first reported a position in EVR in Q2 2020 and has held it in 25 quarters since. 440 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Handelsbanken Fonder held 11,617 shares of Evercore worth $3.97M as of Q2 2026.
Handelsbanken Fonder bought 960 Evercore shares in Q2 2026, an estimated $328K.
Evercore made up 0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #567 holding.
Handelsbanken Fonder first reported a position in Evercore in Q2 2020 and has held it in 25 quarters since.
440 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.