M&G plc
EVR icon

M&G plc’s Evercore EVR Stock Holding History

M&G plc’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
Q3 		$14.4M Buy
+55,635
New +$16.9M 0.07% 175

Other funds holding EVR

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

M&G plc's EVR Position: Q3 2026 in Review

M&G plc opened a new position in Evercore (EVR) in Q3 2026: 55,635 shares worth $14.4M. The stake represents 0.07% of the portfolio and ranks #175 among its holdings.

483 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • M&G plc held 55,635 shares of Evercore worth $14.4M as of Q3 2026.
  • Evercore was a new M&G plc position in Q3 2026.
  • Evercore made up 0.07% of M&G plc's portfolio in Q3 2026, its #175 holding.
  • 483 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on M&G plc's 13F filing for Q3 2026, filed 4 Nov 2026.