Mitsubishi UFJ Asset Management
EVR icon

Mitsubishi UFJ Asset Management’s Evercore EVR Stock Holding History

Mitsubishi UFJ Asset Management’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 		$23.6K Hold
69
– – ﹤0.01% 1300
2026
Q1 		$20.6K Hold
69
– – ﹤0.01% 1249
2025
Q4 		$24.2K Hold
69
– – ﹤0.01% 1188
2025
Q3 		$23.3K Hold
69
– – ﹤0.01% 1171
2025
Q2 		$18.6K Hold
69
– – ﹤0.01% 1224
2025
Q1 		$13.8K Hold
69
– – ﹤0.01% 1241
2024
Q4 		$19.2K Hold
69
– – ﹤0.01% 1180
2024
Q3 		$17.5K Sell
69
-99
-59% -$23.6K ﹤0.01% 1172
2024
Q2 		$35K Buy
168
+141
+522% +$27.4K ﹤0.01% 1036
2024
Q1 		$5.2K Hold
27
– – ﹤0.01% 1328
2023
Q4 		$4.42K Hold
27
– – ﹤0.01% 1339
2023
Q3 		$3.72K Buy
+27
New +$3.67K ﹤0.01% 1350
2023
Q1 		– Sell
-4,075
Closed -$456K – 1119
2022
Q4 		$456K Buy
+4,075
New +$425K ﹤0.01% 916
2022
Q3 		– Sell
-3,965
Closed -$371K – 1130
2022
Q2 		$371K Buy
+3,965
New +$422K ﹤0.01% 970

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

Mitsubishi UFJ Asset Management's EVR Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management held its Evercore (EVR) position steady in Q2 2026 at 69 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Mitsubishi UFJ Asset Management first reported a position in EVR in Q2 2022 and has held it in 14 quarters since. The position peaked at $456K in Q4 2022. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Mitsubishi UFJ Asset Management held 69 shares of Evercore worth $23.6K as of Q2 2026.
  • Mitsubishi UFJ Asset Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #1300 holding.
  • Mitsubishi UFJ Asset Management first reported a position in Evercore in Q2 2022 and has held it in 14 quarters since.
  • Mitsubishi UFJ Asset Management's Evercore position peaked at $456K in Q4 2022.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.