TD Asset Management
EVR icon

TD Asset Management’s Evercore EVR Stock Holding History

TD 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 		$208M Sell
609,109
-349,363
-36% -$120M 0.18% 105
2026
Q1 		$286M Sell
958,472
-256,254
-21% -$83.9M 0.23% 83
2025
Q4 		$413M Buy
1,214,726
+32,270
+3% +$10.4M 0.33% 58
2025
Q3 		$399M Buy
1,182,456
+227,049
+24% +$71.1M 0.32% 66
2025
Q2 		$258M Buy
955,407
+372,036
+64% +$81.8M 0.22% 91
2025
Q1 		$117M Sell
583,371
-372,956
-39% -$92.9M 0.11% 170
2024
Q4 		$265M Sell
956,327
-101,403
-10% -$28.7M 0.23% 84
2024
Q3 		$269M Buy
1,057,730
+27,249
+3% +$6.49M 0.24% 91
2024
Q2 		$215M Buy
1,030,481
+223,383
+28% +$43.5M 0.2% 116
2024
Q1 		$155M Buy
807,098
+706,913
+706% +$128M 0.14% 145
2023
Q4 		$17.1M Sell
100,185
-13,485
-12% -$1.95M 0.02% 509
2023
Q3 		$15.7M Buy
113,670
+25,735
+29% +$3.49M 0.02% 487
2023
Q2 		$10.9M Buy
+87,935
New +$10.1M 0.01% 580
2018
Q1 		– Sell
-2,600
Closed -$234K – 1352
2017
Q4 		$234K Buy
+2,600
New +$217K ﹤0.01% 1287

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

TD Asset Management's EVR Position: Q2 2026 in Review

TD Asset Management reduced its Evercore (EVR) stake by 36% in Q2 2026, selling an estimated $120M and leaving 609,109 shares worth $208M. The position accounts for 0.18% of the portfolio, ranked #105.

TD Asset Management first reported a position in EVR in Q4 2017 and has held it in 14 quarters since. The position peaked at $413M in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • TD Asset Management held 609,109 shares of Evercore worth $208M as of Q2 2026.
  • TD Asset Management sold 349,363 Evercore shares in Q2 2026, an estimated $120M.
  • Evercore made up 0.18% of TD Asset Management's portfolio in Q2 2026, its #105 holding.
  • TD Asset Management first reported a position in Evercore in Q4 2017 and has held it in 14 quarters since.
  • TD Asset Management's Evercore position peaked at $413M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.