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Swiss Life Asset Management’s Evercore EVR Stock Holding History

Swiss Life Asset Management’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 		$808K Sell
2,365
-1,049
-31% -$359K ﹤0.01% 766
2026
Q1 		$1.02M Buy
3,414
+670
+24% +$219K 0.01% 654
2025
Q4 		$934K Buy
2,744
+965
+54% +$310K ﹤0.01% 656
2025
Q3 		$600K Buy
1,779
+845
+90% +$265K ﹤0.01% 676
2025
Q2 		$252K Buy
+934
New +$205K ﹤0.01% 755

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Swiss Life Asset Management's EVR Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Evercore (EVR) stake by 31% in Q2 2026, selling an estimated $359K and leaving 2,365 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Swiss Life Asset Management first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2026. 480 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Swiss Life Asset Management held 2,365 shares of Evercore worth $808K as of Q2 2026.
  • Swiss Life Asset Management sold 1,049 Evercore shares in Q2 2026, an estimated $359K.
  • Evercore made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #766 holding.
  • Swiss Life Asset Management first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • Swiss Life Asset Management's Evercore position peaked at $1.02M in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.