National Bank of Canada
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National Bank of Canada’s Evercore EVR Stock Holding History

National Bank of Canada’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
Q1 		$204K Sell
684
-461
-40% -$151K ﹤0.01% 1613
2025
Q4 		$390K Buy
1,145
+626
+121% +$201K ﹤0.01% 1425
2025
Q3 		$175K Sell
519
-265
-34% -$83K ﹤0.01% 1603
2025
Q2 		$212K Sell
784
-89,343
-99% -$19.7M ﹤0.01% 1598
2025
Q1 		$18M Buy
90,127
+89,349
+11,484% +$22.3M 0.02% 550
2024
Q4 		$216K Sell
778
-167
-18% -$47.3K ﹤0.01% 1598
2024
Q3 		$239K Sell
945
-80
-8% -$19K ﹤0.01% 1343
2024
Q2 		$215K Buy
1,025
+5
+0.5% +$973 ﹤0.01% 1333
2024
Q1 		$200K Sell
1,020
-20
-2% -$3.62K ﹤0.01% 1421
2023
Q4 		$175K Hold
1,040
– – ﹤0.01% 1463
2023
Q3 		$138K Buy
+1,040
New +$141K ﹤0.01% 1561
2023
Q1 		– Sell
-114
Closed -$12.4K – 2751
2022
Q4 		$12.4K Hold
114
– – ﹤0.01% 2121
2022
Q3 		$9K Sell
114
-1,843
-94% -$174K ﹤0.01% 2205
2022
Q2 		$183K Buy
1,957
+57
+3% +$6.07K ﹤0.01% 1443
2022
Q1 		$211K Sell
1,900
-42
-2% -$5.17K ﹤0.01% 1493
2021
Q4 		$264K Buy
+1,942
New +$283K ﹤0.01% 1394

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Bank of Canada's EVR Position: Q1 2026 in Review

National Bank of Canada reduced its Evercore (EVR) stake by 40% in Q1 2026, selling an estimated $151K and leaving 684 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

National Bank of Canada first reported a position in EVR in Q4 2021 and has held it in 16 quarters since. The position peaked at $18M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • National Bank of Canada held 684 shares of Evercore worth $204K as of Q1 2026.
  • National Bank of Canada sold 461 Evercore shares in Q1 2026, an estimated $151K.
  • Evercore made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1613 holding.
  • National Bank of Canada first reported a position in Evercore in Q4 2021 and has held it in 16 quarters since.
  • National Bank of Canada's Evercore position peaked at $18M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.