Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Evercore EVR Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$5.52M Sell
16,170
-619
-4% -$212K 0.01% 628
2026
Q1 		$5.01M Buy
16,789
+12,015
+252% +$3.93M 0.01% 647
2025
Q4 		$1.62M Sell
4,774
-7,666
-62% -$2.46M ﹤0.01% 831
2025
Q3 		$4.2M Buy
12,440
+134
+1% +$42K 0.01% 709
2025
Q2 		$3.32M Buy
12,306
+438
+4% +$96.3K 0.01% 736
2025
Q1 		$2.37M Buy
11,868
+2,055
+21% +$512K 0.01% 783
2024
Q4 		$2.72M Sell
9,813
-5,818
-37% -$1.65M 0.01% 785
2024
Q3 		$3.96M Sell
15,631
-1,005
-6% -$239K 0.01% 749
2024
Q2 		$3.47M Buy
16,636
+2,905
+21% +$565K 0.01% 732
2024
Q1 		$2.6M Sell
13,731
-119
-0.9% -$21.5K 0.01% 759
2023
Q4 		$2.37M Sell
13,850
-2,879
-17% -$417K 0.01% 765
2023
Q3 		$2.31M Sell
16,729
-5,312
-24% -$721K 0.01% 770
2023
Q2 		$2.72M Buy
22,041
+1,359
+7% +$156K 0.01% 755
2023
Q1 		$2.39M Buy
20,682
+1,260
+6% +$157K 0.01% 757
2022
Q4 		$2.12M Sell
19,422
-2,461
-11% -$257K 0.01% 765
2022
Q3 		$1.8M Buy
21,883
+4,219
+24% +$399K 0.01% 771
2022
Q2 		$1.65M Buy
17,664
+6,245
+55% +$665K ﹤0.01% 791
2022
Q1 		$1.27M Buy
11,419
+4,558
+66% +$561K ﹤0.01% 856
2021
Q4 		$932K Sell
6,861
-185
-3% -$27K ﹤0.01% 936
2021
Q3 		$942K Hold
7,046
– – ﹤0.01% 942
2021
Q2 		$948K Sell
7,046
-395
-5% -$55.2K ﹤0.01% 945
2021
Q1 		$816K Buy
7,441
+38
+0.5% +$4.64K ﹤0.01% 912
2020
Q4 		$812K Hold
7,403
– – ﹤0.01% 970
2020
Q3 		$485K Hold
7,403
– – ﹤0.01% 1024
2020
Q2 		$436K Buy
7,403
+2,500
+51% +$136K ﹤0.01% 1025
2020
Q1 		$226K Hold
4,903
– – ﹤0.01% 1119
2019
Q4 		$367K Buy
4,903
+3,400
+226% +$259K ﹤0.01% 1132
2019
Q3 		$120K Buy
+1,503
New +$125K ﹤0.01% 1245

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 Trust & Banking's EVR Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Evercore (EVR) stake by 3.7% in Q2 2026, selling an estimated $212K and leaving 16,170 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #628.

Mitsubishi UFJ Trust & Banking first reported a position in EVR in Q3 2019 and has held it in 28 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 16,170 shares of Evercore worth $5.52M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 619 Evercore shares in Q2 2026, an estimated $212K.
  • Evercore made up 0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #628 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Evercore in Q3 2019 and has held it in 28 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.