UBS Group
EVR icon

UBS Group’s Evercore EVR Stock Holding History

UBS Group’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 		– Sell
-1,800
Closed -$537K – 10603
2026
Q1 		$537K Buy
+1,800
New +$589K ﹤0.01% 6028
2025
Q4 		– Sell
-300
Closed -$101K – 10688
2025
Q3 		$101K Sell
300
-900
-75% -$282K ﹤0.01% 7123
2025
Q2 		$324K Sell
1,200
-2,200
-65% -$484K ﹤0.01% 6381
2025
Q1 		$679K Buy
+3,400
New +$847K ﹤0.01% 5601
2022
Q3 		– Sell
-24,600
Closed -$2.3M – 10493
2022
Q2 		$2.3M Buy
+24,600
New +$2.62M ﹤0.01% 3039
2019
Q3 		– Sell
-200
Closed -$18K – 8061
2019
Q2 		$18K Hold
200
– – ﹤0.01% 6684
2019
Q1 		$18K Sell
200
-300
-60% -$26.3K ﹤0.01% 6385
2018
Q4 		$36K Buy
+500
New +$41.1K ﹤0.01% 6346

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

UBS Group's EVR Position: Q2 2026 in Review

UBS Group increased its Evercore (EVR) stake by 72% in Q2 2026, buying an estimated $72.1M and bringing the position to 503,403 shares worth $172M. The position accounts for 0.02% of the portfolio, ranked #757.

UBS Group first reported a position in EVR in Q4 2014 and has held it in 47 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • UBS Group held 503,403 shares of Evercore worth $172M as of Q2 2026.
  • UBS Group bought 210,798 Evercore shares in Q2 2026, an estimated $72.1M.
  • Evercore made up 0.02% of UBS Group's portfolio in Q2 2026, its #757 holding.
  • UBS Group first reported a position in Evercore in Q4 2014 and has held it in 47 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.