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Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual funds, representing approximately $3.0 trillion in assets under management, held overweight positions in only two of the eight largest-cap bank stocks in Evercore's coverage as of June 30, down from three in the first quarter. The funds increased holdings in KKR (NYSE:KKR), Morgan Stanley (NYSE:MS), and Truist Financial (NYSE:TFC) while decreasing positions in State Street (NYSE:STT), Citigroup (NYSE:C), and Wells Fargo (NYSE:WFC).

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Evercore says mutual funds cut bank stock holdings in second quarter

Wed, 19 Aug 2026 05:47:29 -0400

Investing.com - Mutual funds reduced their overweight positions in large-cap bank stocks during the second quarter of 2026, according to data compiled by Evercore based on fund filings as of June 30.

The top 25 mutual

Form 13F-HR Blackstone Inc. For: Jun 30

Fri, 14 Aug 2026 16:13:00 -0400

si-local-file:///var/storage/secattach/20260814/26930432.html

Form 13F-HR Blackstone Inc. For: Jun 30

Fri, 14 Aug 2026 16:13:00 -0400

si-local-file:///var/storage/secattach/20260814/26930432.html

Form 13F-HR/A Blackstone Inc. For: Mar 31

Fri, 14 Aug 2026 16:08:00 -0400

si-local-file:///var/storage/secattach/20260814/26930219.html

Form 13F-HR/A Blackstone Inc. For: Mar 31

Fri, 14 Aug 2026 16:08:00 -0400

si-local-file:///var/storage/secattach/20260814/26930219.html

Form 13F-HR/A Blackstone Inc. For: Dec 31

Fri, 14 Aug 2026 16:05:00 -0400

si-local-file:///var/storage/secattach/20260814/26930032.html

Form 13F-HR/A Blackstone Inc. For: Dec 31

Fri, 14 Aug 2026 16:05:00 -0400

si-local-file:///var/storage/secattach/20260814/26930032.html

Form 13F-HR/A Blackstone Inc. For: Sep 30

Fri, 14 Aug 2026 16:00:00 -0400

si-local-file:///var/storage/secattach/20260814/26929801.html

Form 13F-HR/A Blackstone Inc. For: Sep 30

Fri, 14 Aug 2026 16:00:00 -0400

si-local-file:///var/storage/secattach/20260814/26929801.html

Form 4 Blackstone Inc. For: Aug 11 Filed by: Finley John G

Wed, 12 Aug 2026 18:05:00 -0400

si-local-file:///var/storage/secattach/20260812/26914595.html

Form 4 Blackstone Inc. For: Aug 11 Filed by: Finley John G

Wed, 12 Aug 2026 18:05:00 -0400

si-local-file:///var/storage/secattach/20260812/26914595.html

Form 4 Blackstone Inc. For: Aug 11 Filed by: Payne David

Wed, 12 Aug 2026 18:04:00 -0400

si-local-file:///var/storage/secattach/20260812/26914591.html

Form 4 Blackstone Inc. For: Aug 11 Filed by: Payne David

Wed, 12 Aug 2026 18:04:00 -0400

si-local-file:///var/storage/secattach/20260812/26914591.html

Form 4 Blackstone Inc. For: Aug 10 Filed by: Porat Ruth

Wed, 12 Aug 2026 18:03:00 -0400

si-local-file:///var/storage/secattach/20260812/26914590.html

Form 4 Blackstone Inc. For: Aug 10 Filed by: Porat Ruth

Wed, 12 Aug 2026 18:03:00 -0400

si-local-file:///var/storage/secattach/20260812/26914590.html