Optiver Holding’s Evercore EVR Stock Holding History

Optiver Holding’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	–	Sell	-6	Closed	-$2.04K	–	2447
2025 Q4	$2.04K	Sell	6 -75	-93%	-$24.1K	﹤0.01%	2007
2025 Q3	$27.3K	Sell	81 -34	-30%	-$10.7K	﹤0.01%	889
2025 Q2	$31.1K	Buy	115 +3	+3%	+$660	﹤0.01%	724
2025 Q1	$22.4K	Buy	+112	New	+$27.9K	﹤0.01%	669

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Optiver Holding's EVR Position: Q1 2026 in Review

Optiver Holding sold out of Evercore (EVR) in Q1 2026, closing a stake of 6 shares — an estimated $2.04K sold.

Optiver Holding first reported a position in EVR in Q1 2025 and held it in 4 quarters. The position peaked at $31.1K in Q2 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Optiver Holding reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Optiver Holding sold 6 Evercore shares in Q1 2026, an estimated $2.04K.
Optiver Holding first reported a position in Evercore in Q1 2025 and held it in 4 quarters.
Optiver Holding's Evercore position peaked at $31.1K in Q2 2025.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.