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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
Q2 		$17.4K Sell
51
-19,393
-100% -$6.64M ﹤0.01% 1063
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
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 $3.38T AUM 44.17% 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's EVR Position: Q2 2026 in Review

Natixis reduced its Evercore (EVR) stake by 100% in Q2 2026, selling an estimated $6.64M and leaving 51 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Natixis first reported a position in EVR in Q4 2016 and has held it in 12 quarters since. The position peaked at $38.3M in Q1 2021. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Natixis held 51 shares of Evercore worth $17.4K as of Q2 2026.
  • Natixis sold 19,393 Evercore shares in Q2 2026, an estimated $6.64M.
  • Evercore made up ﹤0.01% of Natixis's portfolio in Q2 2026, its #1063 holding.
  • Natixis first reported a position in Evercore in Q4 2016 and has held it in 12 quarters since.
  • Natixis's Evercore position peaked at $38.3M in Q1 2021.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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