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TD Waterhouse Canada’s Evercore EVR Stock Holding History

TD Waterhouse Canada’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 		$25.5M Sell
74,739
-61,271
-45% -$21M 0.07% 172
2026
Q1 		$40.9M Buy
136,010
+122,502
+907% +$40.1M 0.12% 123
2025
Q4 		$4.6M Buy
13,508
+979
+8% +$315K 0.03% 300
2025
Q3 		$4.15M Buy
12,529
+6,201
+98% +$1.94M 0.03% 308
2025
Q2 		$1.75M Buy
6,328
+229
+4% +$50.4K 0.01% 446
2025
Q1 		$1.22M Sell
6,099
-8,170
-57% -$2.04M 0.01% 496
2024
Q4 		$3.95M Buy
14,269
+4,087
+40% +$1.16M 0.03% 293
2024
Q3 		$2.56M Buy
10,182
+1,129
+12% +$269K 0.02% 353
2024
Q2 		$1.91M Buy
9,053
+998
+12% +$194K 0.02% 383
2024
Q1 		$1.55M Buy
+8,055
New +$1.46M 0.01% 428

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 Waterhouse Canada's EVR Position: Q2 2026 in Review

TD Waterhouse Canada reduced its Evercore (EVR) stake by 45% in Q2 2026, selling an estimated $21M and leaving 74,739 shares worth $25.5M. The position accounts for 0.07% of the portfolio, ranked #172.

TD Waterhouse Canada first reported a position in EVR in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.9M in Q1 2026. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • TD Waterhouse Canada held 74,739 shares of Evercore worth $25.5M as of Q2 2026.
  • TD Waterhouse Canada sold 61,271 Evercore shares in Q2 2026, an estimated $21M.
  • Evercore made up 0.07% of TD Waterhouse Canada's portfolio in Q2 2026, its #172 holding.
  • TD Waterhouse Canada first reported a position in Evercore in Q1 2024 and has held it in 10 quarters since.
  • TD Waterhouse Canada's Evercore position peaked at $40.9M in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.