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Vinva Investment Management’s Evercore EVR Stock Holding History

Vinva Investment 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 		$249K Buy
+512
New +$175K ﹤0.01% 456
2025
Q4 		– Sell
-822
Closed -$426K – 427
2025
Q3 		$426K Buy
+822
New +$258K 0.01% 386
2025
Q2 		– Sell
-995
Closed -$316K – 420
2025
Q1 		$316K Buy
+995
New +$248K 0.01% 353

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

Vinva Investment Management's EVR Position: Q2 2026 in Review

Vinva Investment Management opened a new position in Evercore (EVR) in Q2 2026: 512 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Vinva Investment Management previously reported a position in EVR as recently as Q3 2025.

Vinva Investment Management first reported a position in EVR in Q1 2025 and has held it in 3 quarters since. The position peaked at $426K in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Vinva Investment Management held 512 shares of Evercore worth $249K as of Q2 2026.
  • Evercore was a new Vinva Investment Management position in Q2 2026.
  • Evercore made up ﹤0.01% of Vinva Investment Management's portfolio in Q2 2026, its #456 holding.
  • Vinva Investment Management first reported a position in Evercore in Q1 2025 and has held it in 3 quarters since.
  • Vinva Investment Management's Evercore position peaked at $426K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Vinva Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.