Natixis’s Evercore EVR Stock Holding History

Natixis’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	$5.8M	Buy	+19,444	New	+$6.37M	0.02%	403
2025 Q3	–	Sell	-29,645	Closed	-$8M	–	1114
2025 Q2	$8M	Buy	+29,645	New	+$6.52M	0.04%	277
2025 Q1	–	Sell	-5,754	Closed	-$1.59M	–	1043
2024 Q4	$1.59M	Buy	+5,754	New	+$1.63M	0.01%	520
2022 Q2	–	Sell	-8,700	Closed	-$968K	–	1219
2022 Q1	$968K	Buy	+8,700	New	+$1.07M	﹤0.01%	884
2021 Q3	–	Sell	-139,500	Closed	-$19.6M	–	1221
2021 Q2	$19.6M	Sell	139,500 -150,900	-52%	-$21.1M	0.09%	194
2021 Q1	$38.3M	Buy	290,400 +245,326	+544%	+$30M	0.13%	164
2020 Q4	$4.94M	Buy	+45,074	New	+$4.01M	0.02%	514
2020 Q2	–	Sell	-10,274	Closed	-$473K	–	776
2020 Q1	$473K	Buy	+10,274	New	+$688K	﹤0.01%	582
2017 Q4	–	Sell	-5,517	Closed	-$443K	–	940
2017 Q3	$443K	Buy	+5,517	New	+$415K	﹤0.01%	736
2017 Q2	–	Sell	-4,303	Closed	-$335K	–	867
2017 Q1	$335K	Buy	4,303 +80	+2%	+$6.21K	﹤0.01%	646
2016 Q4	$290K	Buy	+4,223	New	+$260K	﹤0.01%	646

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis's EVR Position: Q1 2026 in Review

Natixis opened a new position in Evercore (EVR) in Q1 2026: 19,444 shares worth $5.8M. The stake represents 0.02% of the portfolio and ranks #403 among its holdings. This is a return to the name: Natixis previously reported a position in EVR as recently as Q2 2025.

Natixis first reported a position in EVR in Q4 2016 and has held it in 11 quarters since. The position peaked at $38.3M in Q1 2021. 654 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Natixis held 19,444 shares of Evercore worth $5.8M as of Q1 2026.
Evercore was a new Natixis position in Q1 2026.
Evercore made up 0.02% of Natixis's portfolio in Q1 2026, its #403 holding.
Natixis first reported a position in Evercore in Q4 2016 and has held it in 11 quarters since.
Natixis's Evercore position peaked at $38.3M in Q1 2021.
654 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.