SouthState Corp’s Evercore EVR Stock Holding History

SouthState Corp’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	$3.42K	Buy	10 +1	+11%	+$342	﹤0.01%	856
2026 Q1	$2.69K	Buy	9 +3	+50%	+$982	﹤0.01%	852
2025 Q4	$2.04K	Hold	6	–	–	﹤0.01%	973
2025 Q3	$2.02K	Hold	6	–	–	﹤0.01%	934
2025 Q2	$1.62K	Buy	6 +1	+20%	+$220	﹤0.01%	1148
2025 Q1	$999	Buy	+5	New	+$1.25K	﹤0.01%	1340

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

SouthState Corp's EVR Position: Q2 2026 in Review

SouthState Corp increased its Evercore (EVR) stake by 11% in Q2 2026, buying an estimated $342 and bringing the position to 10 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

SouthState Corp first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

SouthState Corp held 10 shares of Evercore worth $3.42K as of Q2 2026.
SouthState Corp bought 1 Evercore share in Q2 2026, an estimated $342.
Evercore made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #856 holding.
SouthState Corp first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.