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
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 $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

UBS Group's EVR Position: Q1 2026 in Review

UBS Group reduced its Evercore (EVR) stake by 17% in Q1 2026, selling an estimated $19.4M and leaving 292,605 shares worth $87.3M. The position accounts for 0.01% of the portfolio, ranked #1154.

UBS Group first reported a position in EVR in Q4 2014 and has held it in 46 quarters since. The position peaked at $156M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • UBS Group held 292,605 shares of Evercore worth $87.3M as of Q1 2026.
  • UBS Group sold 59,179 Evercore shares in Q1 2026, an estimated $19.4M.
  • Evercore made up 0.01% of UBS Group's portfolio in Q1 2026, its #1154 holding.
  • UBS Group first reported a position in Evercore in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Evercore position peaked at $156M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.