Zurich Cantonal Bank
EVR icon

Zurich Cantonal Bank’s Evercore EVR Stock Holding History

Zurich Cantonal Bank’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 		$5.4M Sell
15,827
-41
-0.3% -$14K 0.01% 668
2026
Q1 		$4.74M Buy
15,868
+2,972
+23% +$973K 0.01% 677
2025
Q4 		$4.39M Buy
12,896
+921
+8% +$296K 0.01% 657
2025
Q3 		$4.04M Buy
11,975
+1,961
+20% +$614K 0.01% 657
2025
Q2 		$2.7M Sell
10,014
-54
-0.5% -$11.9K 0.01% 750
2025
Q1 		$2.01M Buy
10,068
+483
+5% +$120K 0.01% 819
2024
Q4 		$2.66M Buy
9,585
+1,724
+22% +$488K 0.01% 748
2024
Q3 		$1.99M Buy
7,861
+414
+6% +$98.5K 0.01% 796
2024
Q2 		$1.55M Buy
7,447
+195
+3% +$37.9K 0.01% 839
2024
Q1 		$1.4M Sell
7,252
-449
-6% -$81.2K ﹤0.01% 894
2023
Q4 		$1.32M Buy
7,701
+518
+7% +$75K 0.01% 917
2023
Q3 		$990K Buy
7,183
+1,011
+16% +$137K ﹤0.01% 970
2023
Q2 		$763K Buy
6,172
+353
+6% +$40.6K ﹤0.01% 1086
2023
Q1 		$671K Hold
5,819
– – ﹤0.01% 1119
2022
Q4 		$635K Sell
5,819
-454
-7% -$47.4K ﹤0.01% 1116
2022
Q3 		$516K Buy
6,273
+618
+11% +$58.4K ﹤0.01% 1170
2022
Q2 		$529K Buy
5,655
+425
+8% +$45.3K ﹤0.01% 1194
2022
Q1 		$582K Buy
5,230
+95
+2% +$11.7K ﹤0.01% 1256
2021
Q4 		$698K Buy
5,135
+868
+20% +$127K ﹤0.01% 1212
2021
Q3 		$570K Hold
4,267
– – ﹤0.01% 1221
2021
Q2 		$601K Hold
4,267
– – ﹤0.01% 1128
2021
Q1 		$562K Sell
4,267
-687
-14% -$83.9K ﹤0.01% 1149
2020
Q4 		$543K Hold
4,954
– – ﹤0.01% 1237
2020
Q3 		$324K Buy
4,954
+822
+20% +$49.9K ﹤0.01% 1302
2020
Q2 		$243K Buy
4,132
+523
+14% +$28.4K ﹤0.01% 1398
2020
Q1 		$166K Buy
3,609
+1,040
+40% +$69.7K ﹤0.01% 1311
2019
Q4 		$192K Hold
2,569
– – ﹤0.01% 1371
2019
Q3 		$206K Buy
2,569
+241
+10% +$20K ﹤0.01% 1227
2019
Q2 		$206K Hold
2,328
– – ﹤0.01% 1216
2019
Q1 		$212K Sell
2,328
-471
-17% -$41.4K ﹤0.01% 1173
2018
Q4 		$200K Hold
2,799
– – ﹤0.01% 1204
2018
Q3 		$281K Hold
2,799
– – ﹤0.01% 1122
2018
Q2 		$295K Buy
2,799
+319
+13% +$32.9K ﹤0.01% 1058
2018
Q1 		$216K Hold
2,480
– – ﹤0.01% 1153
2017
Q4 		$223K Buy
2,480
+684
+38% +$57K ﹤0.01% 1124
2017
Q3 		$144K Hold
1,796
– – ﹤0.01% 1172
2017
Q2 		$127K Buy
1,796
+132
+8% +$9.6K ﹤0.01% 1215
2017
Q1 		$130K Buy
1,664
+611
+58% +$47.4K ﹤0.01% 1182
2016
Q4 		$72K Hold
1,053
– – ﹤0.01% 1500
2016
Q3 		$54K Buy
1,053
+169
+19% +$8.5K ﹤0.01% 1585
2016
Q2 		$39K Hold
884
– – ﹤0.01% 1626
2016
Q1 		$46K Hold
884
– – ﹤0.01% 1471
2015
Q4 		$48K Buy
884
+516
+140% +$27.9K ﹤0.01% 1466
2015
Q3 		$18K Buy
368
+232
+171% +$12.7K ﹤0.01% 1535
2015
Q2 		$7K Hold
136
– – ﹤0.01% 1614
2015
Q1 		$7K Buy
+136
New +$6.91K ﹤0.01% 1600

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

Zurich Cantonal Bank's EVR Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Evercore (EVR) stake by 0.26% in Q2 2026, selling an estimated $14K and leaving 15,827 shares worth $5.4M. The position accounts for 0.01% of the portfolio, ranked #668.

Zurich Cantonal Bank first reported a position in EVR in Q1 2015 and has held it in 46 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Zurich Cantonal Bank held 15,827 shares of Evercore worth $5.4M as of Q2 2026.
  • Zurich Cantonal Bank sold 41 Evercore shares in Q2 2026, an estimated $14K.
  • Evercore made up 0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #668 holding.
  • Zurich Cantonal Bank first reported a position in Evercore in Q1 2015 and has held it in 46 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.