Bank of America
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Bank of America’s Evercore EVR Stock Holding History

Bank of America’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
Q1 		$70.1M Sell
234,689
-6,921
-3% -$2.27M 0.01% 1378
2025
Q4 		$82.2M Sell
241,610
-23,306
-9% -$7.49M 0.01% 1223
2025
Q3 		$89.4M Sell
264,916
-13,706
-5% -$4.29M 0.01% 1283
2025
Q2 		$75.2M Sell
278,622
-16,756
-6% -$3.69M 0.01% 1358
2025
Q1 		$59M Buy
295,378
+106,657
+57% +$26.6M ﹤0.01% 1436
2024
Q4 		$52.3M Sell
188,721
-13,621
-7% -$3.86M ﹤0.01% 1457
2024
Q3 		$51.3M Buy
202,342
+15,174
+8% +$3.61M ﹤0.01% 1543
2024
Q2 		$39M Sell
187,168
-33,033
-15% -$6.43M ﹤0.01% 1639
2024
Q1 		$42.4M Buy
220,201
+50,905
+30% +$9.21M ﹤0.01% 1595
2023
Q4 		$29M Sell
169,296
-59,686
-26% -$8.64M ﹤0.01% 1807
2023
Q3 		$31.6M Sell
228,982
-88,265
-28% -$12M ﹤0.01% 1612
2023
Q2 		$39.2M Sell
317,247
-20,812
-6% -$2.39M ﹤0.01% 1486
2023
Q1 		$39M Buy
338,059
+25,054
+8% +$3.11M ﹤0.01% 1552
2022
Q4 		$34.1M Buy
313,005
+31,222
+11% +$3.26M ﹤0.01% 1586
2022
Q3 		$23.2M Sell
281,783
-36,674
-12% -$3.47M ﹤0.01% 1834
2022
Q2 		$29.8M Sell
318,457
-29,532
-8% -$3.15M ﹤0.01% 1668
2022
Q1 		$38.7M Buy
347,989
+42,170
+14% +$5.19M ﹤0.01% 1564
2021
Q4 		$41.5M Buy
305,819
+45,291
+17% +$6.6M ﹤0.01% 1548
2021
Q3 		$34.8M Buy
260,528
+13,250
+5% +$1.8M ﹤0.01% 1624
2021
Q2 		$34.8M Sell
247,278
-49,350
-17% -$6.9M ﹤0.01% 1634
2021
Q1 		$39.1M Sell
296,628
-46,495
-14% -$5.68M ﹤0.01% 1480
2020
Q4 		$37.6M Buy
343,123
+32,921
+11% +$2.93M ﹤0.01% 1380
2020
Q3 		$20.3M Buy
310,202
+19,265
+7% +$1.17M ﹤0.01% 1693
2020
Q2 		$17.1M Buy
290,937
+92,321
+46% +$5.02M ﹤0.01% 1735
2020
Q1 		$9.15M Sell
198,616
-35,732
-15% -$2.39M ﹤0.01% 2131
2019
Q4 		$17.5M Sell
234,348
-81,836
-26% -$6.24M ﹤0.01% 2013
2019
Q3 		$25.3M Sell
316,184
-11,084
-3% -$918K ﹤0.01% 1636
2019
Q2 		$29M Sell
327,268
-26,720
-8% -$2.38M ﹤0.01% 1527
2019
Q1 		$32.2M Sell
353,988
-44,212
-11% -$3.88M 0.01% 1451
2018
Q4 		$28.5M Sell
398,200
-273,881
-41% -$22.5M 0.01% 1405
2018
Q3 		$67.6M Buy
672,081
+10,026
+2% +$1.08M 0.01% 917
2018
Q2 		$69.8M Sell
662,055
-60,813
-8% -$6.27M 0.01% 884
2018
Q1 		$63M Buy
722,868
+126,697
+21% +$11.9M 0.01% 912
2017
Q4 		$53.7M Buy
596,171
+68,879
+13% +$5.74M 0.01% 1041
2017
Q3 		$42.3M Buy
527,292
+698
+0.1% +$52.5K 0.01% 1281
2017
Q2 		$37.1M Buy
526,594
+91,166
+21% +$6.63M 0.01% 1231
2017
Q1 		$33.9M Buy
435,428
+178,978
+70% +$13.9M 0.01% 1307
2016
Q4 		$17.6M Buy
256,450
+84,151
+49% +$5.17M ﹤0.01% 1788
2016
Q3 		$8.88M Buy
172,299
+76,409
+80% +$3.84M ﹤0.01% 2343
2016
Q2 		$4.24M Sell
95,890
-38,569
-29% -$1.92M ﹤0.01% 2938
2016
Q1 		$6.96M Buy
134,459
+38,777
+41% +$1.85M ﹤0.01% 2475
2015
Q4 		$5.17M Buy
95,682
+2,595
+3% +$140K ﹤0.01% 2918
2015
Q3 		$4.68M Buy
93,087
+60,721
+188% +$3.33M ﹤0.01% 2944
2015
Q2 		$1.75M Buy
32,366
+29,248
+938% +$1.49M ﹤0.01% 3603
2015
Q1 		$161K Sell
3,118
-65,799
-95% -$3.34M ﹤0.01% 5064
2014
Q4 		$3.61M Sell
68,917
-63,214
-48% -$3.16M ﹤0.01% 2854
2014
Q3 		$6.21M Buy
132,131
+113,219
+599% +$5.86M ﹤0.01% 2362
2014
Q2 		$1.09M Buy
18,912
+8,494
+82% +$466K ﹤0.01% 3906
2014
Q1 		$576K Sell
10,418
-27,856
-73% -$1.59M ﹤0.01% 4462
2013
Q4 		$2.29M Buy
38,274
+12,722
+50% +$677K ﹤0.01% 3189
2013
Q3 		$1.26M Buy
25,552
+3,569
+16% +$164K ﹤0.01% 3720
2013
Q2 		$863K Buy
+21,983
New +$852K ﹤0.01% 4198

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America's EVR Position: Q1 2026 in Review

Bank of America reduced its Evercore (EVR) stake by 2.9% in Q1 2026, selling an estimated $2.27M and leaving 234,689 shares worth $70.1M. The position accounts for 0.01% of the portfolio, ranked #1378.

Bank of America first reported a position in EVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $89.4M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Bank of America held 234,689 shares of Evercore worth $70.1M as of Q1 2026.
  • Bank of America sold 6,921 Evercore shares in Q1 2026, an estimated $2.27M.
  • Evercore made up 0.01% of Bank of America's portfolio in Q1 2026, its #1378 holding.
  • Bank of America first reported a position in Evercore in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Evercore position peaked at $89.4M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.