Back to EVR
PRINCIPAL FINANCIAL GROUP INC → EVR
PRINCIPAL FINANCIAL GROUP INC EVR Position History
Evercore Inc. • Financial Services
Quarters held
10
Latest value
$140K
Q3 2026
Peak value
$29.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.3M |
| Q3 2025 | $456K |
| Q4 2025 | $28.4M |
| Q4 2025 | $341K |
| Q1 2026 | $300K |
| Q1 2026 | $25.5M |
| Q2 2026 | $133K |
| Q2 2026 | $29.8M |
| Q3 2026 | $22.6M |
| Q3 2026 | $140K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $140K | 545 | — | — |
| Q3 2026 | $22.6M | 87.7K | — | — |
| Q2 2026 | $29.8M | 87.4K | — | — |
| Q2 2026 | $133K | 390 | — | — |
| Q1 2026 | $25.5M | 85.3K | — | — |
| Q1 2026 | $300K | 1.0K | — | — |
| Q4 2025 | $341K | 1.0K | — | — |
| Q4 2025 | $28.4M | 83.5K | — | — |
| Q3 2025 | $456K | 1.4K | — | — |
| Q3 2025 | $29.3M | 86.8K | — | — |
Other funds holding EVR
$1.2B
$1.2B
$760.2M
$577.3M
$411.8M
$411.8M
$397.9M