ZBNA
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Zions Bancorporation, National Association’s Evercore EVR Stock Holding History

Zions Bancorporation, National Association’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 		$159K Sell
467
-28
-6% -$9.58K 0.01% 379
2026
Q1 		$148K Sell
495
-2,512
-84% -$823K 0.01% 367
2025
Q4 		$1.02M Sell
3,007
-103
-3% -$33.1K 0.05% 246
2025
Q3 		$1.05M Buy
3,110
+62
+2% +$19.4K 0.05% 219
2025
Q2 		$823K Sell
3,048
-102
-3% -$22.4K 0.04% 239
2025
Q1 		$629K Buy
+3,150
New +$785K 0.04% 249

Other funds holding EVR

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
BSA
Braun Stacey Associates New York $3.53B AUM 63.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Zions Bancorporation, National Association's EVR Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Evercore (EVR) stake by 5.7% in Q2 2026, selling an estimated $9.58K and leaving 467 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #379.

Zions Bancorporation, National Association first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05M in Q3 2025. 289 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Zions Bancorporation, National Association held 467 shares of Evercore worth $159K as of Q2 2026.
  • Zions Bancorporation, National Association sold 28 Evercore shares in Q2 2026, an estimated $9.58K.
  • Evercore made up 0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #379 holding.
  • Zions Bancorporation, National Association first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Evercore position peaked at $1.05M in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.