PL
EVR icon

Perpetual Ltd’s Evercore EVR Stock Holding History

Perpetual Ltd’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 		$242K Buy
+710
New +$243K ﹤0.01% 408

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Perpetual Ltd's EVR Position: Q2 2026 in Review

Perpetual Ltd opened a new position in Evercore (EVR) in Q2 2026: 710 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings.

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

  • Perpetual Ltd held 710 shares of Evercore worth $242K as of Q2 2026.
  • Evercore was a new Perpetual Ltd position in Q2 2026.
  • Evercore made up ﹤0.01% of Perpetual Ltd's portfolio in Q2 2026, its #408 holding.
  • 194 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.