JT
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Jupiter Topco’s Evercore EVR Stock Holding History

Jupiter Topco’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 		$45.2M Buy
+132,403
New +$45.3M 0.02% 454

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco's EVR Position: Q2 2026 in Review

Jupiter Topco opened a new position in Evercore (EVR) in Q2 2026: 132,403 shares worth $45.2M. The stake represents 0.02% of the portfolio and ranks #454 among its holdings.

667 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Jupiter Topco held 132,403 shares of Evercore worth $45.2M as of Q2 2026.
  • Evercore was a new Jupiter Topco position in Q2 2026.
  • Evercore made up 0.02% of Jupiter Topco's portfolio in Q2 2026, its #454 holding.
  • 667 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.