Prudential plc’s Evercore EVR Stock Holding History

Prudential plc’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	$479K	Buy	+1,404	New	+$480K	﹤0.01%	612
2023 Q1	–	Sell	-8,628	Closed	-$941K	–	875
2022 Q4	$941K	Sell	8,628 -362	-4%	-$37.8K	0.01%	567
2022 Q3	$739K	Buy	8,990 +2,018	+29%	+$191K	0.01%	481
2022 Q2	$653K	Buy	6,972 +247	+4%	+$26.3K	0.01%	484
2022 Q1	$749K	Buy	6,725 +320	+5%	+$39.4K	0.01%	483
2021 Q4	$870K	Buy	6,405 +4,884	+321%	+$712K	0.01%	389
2021 Q3	$203K	Sell	1,521 -1,824	-55%	-$248K	﹤0.01%	440
2021 Q2	$471K	Sell	3,345 -80,353	-96%	-$11.2M	﹤0.01%	453
2021 Q1	$11M	Sell	83,698 -6,177	-7%	-$754K	0.08%	207
2020 Q4	$9.85M	Sell	89,875 -5,926	-6%	-$527K	0.05%	231
2020 Q3	$6.27M	Buy	+95,801	New	+$5.81M	0.03%	248

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Prudential plc's EVR Position: Q2 2026 in Review

Prudential plc opened a new position in Evercore (EVR) in Q2 2026: 1,404 shares worth $479K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Prudential plc previously reported a position in EVR as recently as Q4 2022.

Prudential plc first reported a position in EVR in Q3 2020 and has held it in 11 quarters since. The position peaked at $11M in Q1 2021. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Prudential plc held 1,404 shares of Evercore worth $479K as of Q2 2026.
Evercore was a new Prudential plc position in Q2 2026.
Evercore made up ﹤0.01% of Prudential plc's portfolio in Q2 2026, its #612 holding.
Prudential plc first reported a position in Evercore in Q3 2020 and has held it in 11 quarters since.
Prudential plc's Evercore position peaked at $11M in Q1 2021.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Prudential plc's 13F filing for Q2 2026, filed 14 Aug 2026.