KK
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KLP Kapitalforvaltning’s Evercore EVR Stock Holding History

KLP Kapitalforvaltning’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 		$2.92M Sell
8,540
-280
-3% -$95.8K 0.01% 604
2026
Q1 		$2.63M Buy
8,820
+360
+4% +$118K 0.01% 611
2025
Q4 		$2.88M Buy
8,460
+360
+4% +$116K 0.01% 590
2025
Q3 		$2.73M Buy
8,100
+700
+9% +$219K 0.01% 595
2025
Q2 		$2M Hold
7,400
– – 0.01% 668
2025
Q1 		$1.48M Hold
7,400
– – 0.01% 758
2024
Q4 		$2.05M Buy
+7,400
New +$2.1M 0.01% 661

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

KLP Kapitalforvaltning's EVR Position: Q2 2026 in Review

KLP Kapitalforvaltning reduced its Evercore (EVR) stake by 3.2% in Q2 2026, selling an estimated $95.8K and leaving 8,540 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #604.

KLP Kapitalforvaltning first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • KLP Kapitalforvaltning held 8,540 shares of Evercore worth $2.92M as of Q2 2026.
  • KLP Kapitalforvaltning sold 280 Evercore shares in Q2 2026, an estimated $95.8K.
  • Evercore made up 0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #604 holding.
  • KLP Kapitalforvaltning first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.