Swedbank’s Evercore EVR Stock Holding History

Swedbank’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	$1.02M	Hold	3,000	–	–	﹤0.01%	674
2026 Q1	$896K	Sell	3,000 -70	-2%	-$22.9K	﹤0.01%	660
2025 Q4	$1.04M	Buy	3,070 +70	+2%	+$22.5K	﹤0.01%	657
2025 Q3	$1.01M	Hold	3,000	–	–	﹤0.01%	640
2025 Q2	$810K	Hold	3,000	–	–	﹤0.01%	645
2025 Q1	$599K	Hold	3,000	–	–	﹤0.01%	672
2024 Q4	$832K	Hold	3,000	–	–	﹤0.01%	664
2024 Q3	$760K	Hold	3,000	–	–	﹤0.01%	654
2024 Q2	$625K	Sell	3,000 -2,800	-48%	-$545K	﹤0.01%	664
2024 Q1	$1.12M	Hold	5,800	–	–	0.01%	508
2023 Q4	$992K	Hold	5,800	–	–	﹤0.01%	636
2023 Q3	$800K	Hold	5,800	–	–	﹤0.01%	634
2023 Q2	$717K	Hold	5,800	–	–	﹤0.01%	644
2023 Q1	$669K	Hold	5,800	–	–	﹤0.01%	657
2022 Q4	$633K	Hold	5,800	–	–	﹤0.01%	659
2022 Q3	$477K	Hold	5,800	–	–	﹤0.01%	690
2022 Q2	$543K	Buy	+5,800	New	+$618K	﹤0.01%	684

Other funds holding EVR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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) 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

Swedbank's EVR Position: Q2 2026 in Review

Swedbank held its Evercore (EVR) position steady in Q2 2026 at 3,000 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Swedbank first reported a position in EVR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.12M in Q1 2024. 209 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Swedbank held 3,000 shares of Evercore worth $1.02M as of Q2 2026.
Swedbank left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Swedbank's portfolio in Q2 2026, its #674 holding.
Swedbank first reported a position in Evercore in Q2 2022 and has held it in 17 quarters since.
Swedbank's Evercore position peaked at $1.12M in Q1 2024.
209 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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