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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
Q2 		$4.6M Sell
13,485
-2,140
-14% -$732K 0.2% 71
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 $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

Syon Capital's EVR Position: Q2 2026 in Review

Syon Capital reduced its Evercore (EVR) stake by 14% in Q2 2026, selling an estimated $732K and leaving 13,485 shares worth $4.6M. The position accounts for 0.2% of the portfolio, ranked #71.

Syon Capital first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.45M in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Syon Capital held 13,485 shares of Evercore worth $4.6M as of Q2 2026.
  • Syon Capital sold 2,140 Evercore shares in Q2 2026, an estimated $732K.
  • Evercore made up 0.2% of Syon Capital's portfolio in Q2 2026, its #71 holding.
  • Syon Capital first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • Syon Capital's Evercore position peaked at $9.45M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.