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Westpac Banking Corp’s Evercore EVR Stock Holding History

Westpac Banking Corp’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 		$242K Buy
+710
New +$243K 0.01% 346
2025
Q3 		– Sell
-245
Closed -$66.2K – 456
2025
Q2 		$66.2K Buy
+245
New +$53.9K ﹤0.01% 433
2023
Q4 		– Sell
-1,300
Closed -$179K – 472
2023
Q3 		$179K Buy
+1,300
New +$176K 0.01% 389
2015
Q2 		– Sell
-6,124
Closed -$414K – 901
2015
Q1 		$414K Buy
6,124
+1,251
+26% +$63.6K ﹤0.01% 798
2014
Q4 		$255K Buy
+4,873
New +$244K ﹤0.01% 868

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

Westpac Banking Corp's EVR Position: Q2 2026 in Review

Westpac Banking Corp opened a new position in Evercore (EVR) in Q2 2026: 710 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Westpac Banking Corp previously reported a position in EVR as recently as Q2 2025.

Westpac Banking Corp first reported a position in EVR in Q4 2014 and has held it in 5 quarters since. The position peaked at $414K in Q1 2015. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Westpac Banking Corp held 710 shares of Evercore worth $242K as of Q2 2026.
  • Evercore was a new Westpac Banking Corp position in Q2 2026.
  • Evercore made up 0.01% of Westpac Banking Corp's portfolio in Q2 2026, its #346 holding.
  • Westpac Banking Corp first reported a position in Evercore in Q4 2014 and has held it in 5 quarters since.
  • Westpac Banking Corp's Evercore position peaked at $414K in Q1 2015.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Westpac Banking Corp's 13F filing for Q2 2026, filed 12 Aug 2026.