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Leonteq Securities AG’s Evercore EVR Stock Holding History

Leonteq Securities AG’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 		$341 Hold
1
– – ﹤0.01% 1225
2026
Q1 		$299 Sell
1
-3
-75% -$982 ﹤0.01% 1241
2025
Q4 		$1.36K Buy
+4
New +$1.29K ﹤0.01% 1332
2022
Q3 		– Sell
-457
Closed -$42.8K – 1303
2022
Q2 		$42.8K Hold
457
– – ﹤0.01% 857
2022
Q1 		$50.9K Hold
457
– – ﹤0.01% 856
2021
Q4 		$62.1K Buy
+457
New +$66.6K ﹤0.01% 857

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

Leonteq Securities AG's EVR Position: Q2 2026 in Review

Leonteq Securities AG held its Evercore (EVR) position steady in Q2 2026 at 1 share worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Leonteq Securities AG first reported a position in EVR in Q4 2021 and has held it in 6 quarters since. The position peaked at $62.1K in Q4 2021. 709 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Leonteq Securities AG held 1 share of Evercore worth $341 as of Q2 2026.
  • Leonteq Securities AG left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #1225 holding.
  • Leonteq Securities AG first reported a position in Evercore in Q4 2021 and has held it in 6 quarters since.
  • Leonteq Securities AG's Evercore position peaked at $62.1K in Q4 2021.
  • 709 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.