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 Q3	–	Sell	-710	Closed	-$242K	–	410
2026 Q2	$242K	Buy	+710	New	+$243K	﹤0.01%	408

Other funds holding EVR

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Perpetual Ltd's EVR Position: Q3 2026 in Review

Perpetual Ltd sold out of Evercore (EVR) in Q3 2026, closing a stake of 710 shares — an estimated $242K sold.

Perpetual Ltd first reported a position in EVR in Q2 2026 and held it in 1 quarter. The position peaked at $242K in Q2 2026. 188 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Perpetual Ltd reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
Perpetual Ltd sold 710 Evercore shares in Q3 2026, an estimated $242K.
Perpetual Ltd first reported a position in Evercore in Q2 2026 and held it in 1 quarter.
Perpetual Ltd's Evercore position peaked at $242K in Q2 2026.
188 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.