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STATE STREET CORP EVR Position History
Evercore Inc. • Financial Services
Quarters held
12
Latest value
$411.8M
Q2 2026
Peak value
$411.8M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $180.7M |
| Q1 2024 | $210.3M |
| Q2 2024 | $226.9M |
| Q3 2024 | $278.5M |
| Q4 2024 | $311.7M |
| Q1 2025 | $227.3M |
| Q2 2025 | $305M |
| Q3 2025 | $396.8M |
| Q4 2025 | $394.6M |
| Q1 2026 | $352M |
| Q2 2026 | $411.8M |
| Q2 2026 | $411.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $411.8M | 1.21M | — | — |
| Q2 2026 | $411.8M | 1.21M | — | — |
| Q1 2026 | $352M | 1.18M | — | — |
| Q4 2025 | $394.6M | 1.16M | — | — |
| Q3 2025 | $396.8M | 1.18M | — | — |
| Q2 2025 | $305M | 1.13M | — | — |
| Q1 2025 | $227.3M | 1.14M | — | — |
| Q4 2024 | $311.7M | 1.12M | — | — |
| Q3 2024 | $278.5M | 1.10M | — | — |
| Q2 2024 | $226.9M | 1.09M | — | — |
| Q1 2024 | $210.3M | 1.09M | — | — |
| Q4 2023 | $180.7M | 1.06M | — | — |
Other funds holding EVR
$1.2B
$1.2B
$760.2M
$577.3M
$397.9M
$382.2M
$354.4M