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Syon Capital’s Evercore EVR Stock Holding History

Syon Capital’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
Q1 		$4.66M Sell
15,625
-3,883
-20% -$1.27M 0.23% 64
2025
Q4 		$6.64M Sell
19,508
-8,514
-30% -$2.74M 0.33% 47
2025
Q3 		$9.45M Sell
28,022
-3,567
-11% -$1.12M 0.51% 38
2025
Q2 		$8.53M Buy
31,589
+29,943
+1,819% +$6.59M 0.56% 33
2025
Q1 		$329K Buy
+1,646
New +$410K 0.03% 396

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syon Capital's EVR Position: Q1 2026 in Review

Syon Capital reduced its Evercore (EVR) stake by 20% in Q1 2026, selling an estimated $1.27M and leaving 15,625 shares worth $4.66M. The position accounts for 0.23% of the portfolio, ranked #64.

Syon Capital first reported a position in EVR in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.45M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Syon Capital held 15,625 shares of Evercore worth $4.66M as of Q1 2026.
  • Syon Capital sold 3,883 Evercore shares in Q1 2026, an estimated $1.27M.
  • Evercore made up 0.23% of Syon Capital's portfolio in Q1 2026, its #64 holding.
  • Syon Capital first reported a position in Evercore in Q1 2025 and has held it in 5 quarters since.
  • Syon Capital's Evercore position peaked at $9.45M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.