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Rakuten Securities’s Evercore EVR Stock Holding History

Rakuten Securities’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 		$341 Buy
+1
New +$342 ﹤0.01% 802
2026
Q1 		– Sell
-22
Closed -$7.49K – 910
2025
Q4 		$7.49K Buy
+22
New +$7.07K ﹤0.01% 468

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Rakuten Securities's EVR Position: Q2 2026 in Review

Rakuten Securities opened a new position in Evercore (EVR) in Q2 2026: 1 share worth $341. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Rakuten Securities previously reported a position in EVR as recently as Q4 2025.

Rakuten Securities first reported a position in EVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.49K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Rakuten Securities held 1 share of Evercore worth $341 as of Q2 2026.
  • Evercore was a new Rakuten Securities position in Q2 2026.
  • Evercore made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #802 holding.
  • Rakuten Securities first reported a position in Evercore in Q4 2025 and has held it in 2 quarters since.
  • Rakuten Securities's Evercore position peaked at $7.49K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.