Ossiam
EVR icon

Ossiam’s Evercore EVR Stock Holding History

Ossiam’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
Q3 		$728K Buy
+2,826
New +$860K 0.01% 417

Other funds holding EVR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Ossiam's EVR Position: Q3 2026 in Review

Ossiam opened a new position in Evercore (EVR) in Q3 2026: 2,826 shares worth $728K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings.

528 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Ossiam held 2,826 shares of Evercore worth $728K as of Q3 2026.
  • Evercore was a new Ossiam position in Q3 2026.
  • Evercore made up 0.01% of Ossiam's portfolio in Q3 2026, its #417 holding.
  • 528 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Ossiam's 13F filing for Q3 2026, filed 13 Nov 2026.