Natixis Advisors
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Natixis Advisors’s Evercore EVR Stock Holding History

Natixis Advisors’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 		$12.9M Buy
37,847
+3,898
+11% +$1.33M 0.01% 652
2026
Q1 		$10.1M Sell
33,949
-1,431
-4% -$469K 0.01% 669
2025
Q4 		$12M Sell
35,380
-897
-2% -$288K 0.02% 614
2025
Q3 		$12.2M Buy
36,277
+2,098
+6% +$657K 0.02% 615
2025
Q2 		$9.23M Buy
34,179
+21,040
+160% +$4.63M 0.01% 675
2025
Q1 		$2.62M Sell
13,139
-1,583
-11% -$394K ﹤0.01% 989
2024
Q4 		$4.08M Sell
14,722
-28,566
-66% -$8.09M 0.01% 877
2024
Q3 		$11M Sell
43,288
-32,617
-43% -$7.76M 0.02% 631
2024
Q2 		$15.8M Buy
75,905
+8,526
+13% +$1.66M 0.03% 462
2024
Q1 		$13M Buy
67,379
+55,341
+460% +$10M 0.03% 524
2023
Q4 		$2.06M Buy
12,038
+805
+7% +$117K 0.01% 993
2023
Q3 		$1.55M Buy
+11,233
New +$1.52M ﹤0.01% 1059

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

Natixis Advisors's EVR Position: Q2 2026 in Review

Natixis Advisors increased its Evercore (EVR) stake by 11% in Q2 2026, buying an estimated $1.33M and bringing the position to 37,847 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #652.

Natixis Advisors first reported a position in EVR in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.8M in Q2 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Natixis Advisors held 37,847 shares of Evercore worth $12.9M as of Q2 2026.
  • Natixis Advisors bought 3,898 Evercore shares in Q2 2026, an estimated $1.33M.
  • Evercore made up 0.01% of Natixis Advisors's portfolio in Q2 2026, its #652 holding.
  • Natixis Advisors first reported a position in Evercore in Q3 2023 and has held it in 12 quarters since.
  • Natixis Advisors's Evercore position peaked at $15.8M in Q2 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.