HSBC Holdings
EVR icon

HSBC Holdings’s Evercore EVR Stock Holding History

HSBC Holdings’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
Q1 		$2.28M Buy
7,565
+6,075
+408% +$1.99M ﹤0.01% 1468
2025
Q4 		$508K Sell
1,490
-7,075
-83% -$2.27M ﹤0.01% 2305
2025
Q3 		$2.87M Buy
8,565
+2,537
+42% +$795K ﹤0.01% 1378
2025
Q2 		$1.64M Sell
6,028
-4,751
-44% -$1.04M ﹤0.01% 1569
2025
Q1 		$2.11M Buy
10,779
+5,119
+90% +$1.28M ﹤0.01% 1429
2024
Q4 		$1.58M Sell
5,660
-1,609
-22% -$456K ﹤0.01% 1578
2024
Q3 		$1.84M Sell
7,269
-3,184
-30% -$758K ﹤0.01% 1459
2024
Q2 		$2.16M Sell
10,453
-5,373
-34% -$1.05M ﹤0.01% 1380
2024
Q1 		$3.05M Buy
15,826
+9,962
+170% +$1.8M ﹤0.01% 1295
2023
Q4 		$1.01M Buy
5,864
+2,630
+81% +$381K ﹤0.01% 1767
2023
Q3 		$446K Sell
3,234
-4,265
-57% -$579K ﹤0.01% 2023
2023
Q2 		$931K Sell
7,499
-1,339
-15% -$154K ﹤0.01% 1741
2023
Q1 		$1.02M Buy
8,838
+5,701
+182% +$709K ﹤0.01% 1758
2022
Q4 		$342K Buy
3,137
+674
+27% +$70.3K ﹤0.01% 2469
2022
Q3 		$202K Sell
2,463
-13,651
-85% -$1.29M ﹤0.01% 2626
2022
Q2 		$1.51M Buy
16,114
+3,261
+25% +$347K ﹤0.01% 1719
2022
Q1 		$1.45M Buy
12,853
+1,261
+11% +$155K ﹤0.01% 1751
2021
Q4 		$1.58M Sell
11,592
-182
-2% -$26.5K ﹤0.01% 1792
2021
Q3 		$1.58M Sell
11,774
-2,978
-20% -$405K ﹤0.01% 1636
2021
Q2 		$2.06M Sell
14,752
-51,950
-78% -$7.26M ﹤0.01% 1432
2021
Q1 		$8.77M Buy
66,702
+34,491
+107% +$4.21M 0.01% 845
2020
Q4 		$3.54M Buy
32,211
+18,081
+128% +$1.61M ﹤0.01% 1150
2020
Q3 		$923K Sell
14,130
-11,838
-46% -$718K ﹤0.01% 1582
2020
Q2 		$1.53M Buy
25,968
+11,397
+78% +$620K ﹤0.01% 1267
2020
Q1 		$670K Sell
14,571
-940
-6% -$63K ﹤0.01% 1636
2019
Q4 		$1.15M Sell
15,511
-6,908
-31% -$527K ﹤0.01% 1765
2019
Q3 		$1.8M Buy
22,419
+17,050
+318% +$1.41M ﹤0.01% 1655
2019
Q2 		$475K Sell
5,369
-11,621
-68% -$1.03M ﹤0.01% 2091
2019
Q1 		$1.55M Buy
16,990
+811
+5% +$71.2K ﹤0.01% 1626
2018
Q4 		$1.16M Buy
16,179
+11,240
+228% +$923K ﹤0.01% 1720
2018
Q3 		$496K Sell
4,939
-2,444
-33% -$263K ﹤0.01% 2026
2018
Q2 		$777K Sell
7,383
-35,301
-83% -$3.64M ﹤0.01% 1883
2018
Q1 		$3.72M Sell
42,684
-28,941
-40% -$2.73M 0.01% 1222
2017
Q4 		$6.45M Buy
71,625
+67,498
+1,636% +$5.63M 0.01% 793
2017
Q3 		$331K Sell
4,127
-30,139
-88% -$2.27M ﹤0.01% 1900
2017
Q2 		$2.42M Buy
34,266
+573
+2% +$41.7K ﹤0.01% 1213
2017
Q1 		$2.69M Sell
33,693
-7,395
-18% -$574K 0.01% 1141
2016
Q4 		$2.82M Sell
41,088
-5,235
-11% -$322K 0.01% 1131
2016
Q3 		$2.39M Buy
46,323
+2,400
+5% +$121K 0.01% 1134
2016
Q2 		$1.94M Buy
+43,923
New +$2.19M 0.01% 1198

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings's EVR Position: Q1 2026 in Review

HSBC Holdings increased its Evercore (EVR) stake by 408% in Q1 2026, buying an estimated $1.99M and bringing the position to 7,565 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

HSBC Holdings first reported a position in EVR in Q2 2016 and has held it in 40 quarters since. The position peaked at $8.77M in Q1 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • HSBC Holdings held 7,565 shares of Evercore worth $2.28M as of Q1 2026.
  • HSBC Holdings bought 6,075 Evercore shares in Q1 2026, an estimated $1.99M.
  • Evercore made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1468 holding.
  • HSBC Holdings first reported a position in Evercore in Q2 2016 and has held it in 40 quarters since.
  • HSBC Holdings's Evercore position peaked at $8.77M in Q1 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.