Bank of Montreal’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.59M | Sell |
7,587
-52
| -0.7% | -$17.8K | ﹤0.01% | 1633 |
|
|
2026
Q1 | $2.28M | Buy |
7,639
+319
| +4% | +$104K | ﹤0.01% | 1605 |
|
|
2025
Q4 | $2.49M | Sell |
7,320
-16,743
| -70% | -$5.38M | ﹤0.01% | 1571 |
|
|
2025
Q3 | $8.12M | Buy |
24,063
+16,308
| +210% | +$5.11M | ﹤0.01% | 1136 |
|
|
2025
Q2 | $2.09M | Sell |
7,755
-552
| -7% | -$121K | ﹤0.01% | 1571 |
|
|
2025
Q1 | $1.66M | Buy |
8,307
+54
| +0.7% | +$13.5K | ﹤0.01% | 1585 |
|
|
2024
Q4 | $2.29M | Buy |
8,253
+136
| +2% | +$38.5K | ﹤0.01% | 1496 |
|
|
2024
Q3 | $2.06M | Sell |
8,117
-43,062
| -84% | -$10.2M | ﹤0.01% | 1683 |
|
|
2024
Q2 | $10.7M | Buy |
51,179
+38,418
| +301% | +$7.48M | ﹤0.01% | 980 |
|
|
2024
Q1 | $2.47M | Buy |
12,761
+5,005
| +65% | +$906K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $1.34M | Buy |
7,756
+38
| +0.5% | +$5.5K | ﹤0.01% | 1896 |
|
|
2023
Q3 | $1.12M | Buy |
7,718
+108
| +1% | +$14.7K | ﹤0.01% | 1991 |
|
|
2023
Q2 | $959K | Sell |
7,610
-1,626
| -18% | -$187K | ﹤0.01% | 2209 |
|
|
2023
Q1 | $1.21M | Buy |
9,236
+460
| +5% | +$57.2K | ﹤0.01% | 1940 |
|
|
2022
Q4 | $972K | Sell |
8,776
-4,758
| -35% | -$497K | ﹤0.01% | 2192 |
|
|
2022
Q3 | $1.12K | Sell |
13,534
-10,305
| -43% | -$974K | ﹤0.01% | 2110 |
|
|
2022
Q2 | $2.35K | Buy |
23,839
+12,020
| +102% | +$1.28M | ﹤0.01% | 1815 |
|
|
2022
Q1 | $1.35M | Buy |
11,819
+4,345
| +58% | +$535K | ﹤0.01% | 2151 |
|
|
2021
Q4 | $1.03M | Sell |
7,474
-130,418
| -95% | -$19M | ﹤0.01% | 1924 |
|
|
2021
Q3 | $18.9M | Sell |
137,892
-13,711
| -9% | -$1.86M | 0.01% | 958 |
|
|
2021
Q2 | $20.9M | Buy |
151,603
+5,615
| +4% | +$785K | 0.01% | 880 |
|
|
2021
Q1 | $19.7M | Buy |
145,988
+16,088
| +12% | +$1.96M | 0.01% | 697 |
|
|
2020
Q4 | $15.1M | Sell |
129,900
-35,591
| -22% | -$3.17M | 0.01% | 826 |
|
|
2020
Q3 | $11.6M | Sell |
165,491
-57,597
| -26% | -$3.5M | 0.01% | 797 |
|
|
2020
Q2 | $12M | Buy |
223,088
+71,194
| +47% | +$3.87M | 0.01% | 761 |
|
|
2020
Q1 | $7.17M | Sell |
151,894
-7,875
| -5% | -$527K | 0.01% | 835 |
|
|
2019
Q4 | $11.9M | Buy |
159,769
+123,952
| +346% | +$9.45M | 0.01% | 896 |
|
|
2019
Q3 | $2.87M | Sell |
35,817
-740
| -2% | -$61.3K | ﹤0.01% | 1455 |
|
|
2019
Q2 | $3.24M | Sell |
36,557
-143,177
| -80% | -$12.7M | ﹤0.01% | 1422 |
|
|
2019
Q1 | $16.4M | Buy |
179,734
+2,674
| +2% | +$235K | 0.01% | 677 |
|
|
2018
Q4 | $12.7M | Buy |
177,060
+2,548
| +1% | +$209K | 0.01% | 711 |
|
|
2018
Q3 | $17.5M | Buy |
174,512
+6,207
| +4% | +$669K | 0.01% | 691 |
|
|
2018
Q2 | $17.7M | Buy |
168,305
+90,747
| +117% | +$9.36M | 0.01% | 670 |
|
|
2018
Q1 | $6.76M | Sell |
77,558
-3,291
| -4% | -$310K | 0.01% | 1018 |
|
|
2017
Q4 | $7.28M | Sell |
80,849
-76,294
| -49% | -$6.36M | 0.01% | 978 |
|
|
2017
Q3 | $12.6M | Sell |
157,143
-2,934
| -2% | -$221K | 0.01% | 754 |
|
|
2017
Q2 | $11.3M | Sell |
160,077
-19,817
| -11% | -$1.44M | 0.01% | 805 |
|
|
2017
Q1 | $14M | Buy |
179,894
+58,632
| +48% | +$4.55M | 0.01% | 685 |
|
|
2016
Q4 | $8.17M | Buy |
121,262
+114,745
| +1,761% | +$7.05M | 0.01% | 879 |
|
|
2016
Q3 | $335K | Buy |
6,517
+327
| +5% | +$16.4K | ﹤0.01% | 2234 |
|
|
2016
Q2 | $274K | Sell |
6,190
-645
| -9% | -$32.1K | ﹤0.01% | 2321 |
|
|
2016
Q1 | $354K | Buy |
6,835
+1,288
| +23% | +$61.5K | ﹤0.01% | 2185 |
|
|
2015
Q4 | $300K | Buy |
5,547
+4,899
| +756% | +$265K | ﹤0.01% | 2201 |
|
|
2015
Q3 | $33K | Hold |
648
| – | – | ﹤0.01% | 3065 |
|
|
2015
Q2 | $35K | Sell |
648
-5,813
| -90% | -$297K | ﹤0.01% | 3120 |
|
|
2015
Q1 | $333K | Sell |
6,461
-877
| -12% | -$44.6K | ﹤0.01% | 2141 |
|
|
2014
Q4 | $384K | Buy |
7,338
+6,609
| +907% | +$331K | ﹤0.01% | 2196 |
|
|
2014
Q3 | $34K | Sell |
729
-1,209
| -62% | -$62.6K | ﹤0.01% | 3273 |
|
|
2014
Q2 | $112K | Buy |
1,938
+848
| +78% | +$46.5K | ﹤0.01% | 2780 |
|
|
2014
Q1 | $60K | Buy |
1,090
+405
| +59% | +$23.2K | ﹤0.01% | 3044 |
|
|
2013
Q4 | $41K | Buy |
685
+160
| +30% | +$8.52K | ﹤0.01% | 2950 |
|
|
2013
Q3 | $26K | Buy |
525
+250
| +91% | +$11.5K | ﹤0.01% | 3107 |
|
|
2013
Q2 | $11K | Buy |
+275
| New | +$10.7K | ﹤0.01% | 3257 |
|
Other funds holding EVR
Bank of Montreal's EVR Position: Q2 2026 in Review
Bank of Montreal reduced its Evercore (EVR) stake by 0.68% in Q2 2026, selling an estimated $17.8K and leaving 7,587 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1633.
Bank of Montreal first reported a position in EVR in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.9M in Q2 2021. 667 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Bank of Montreal held 7,587 shares of Evercore worth $2.59M as of Q2 2026.
- Bank of Montreal sold 52 Evercore shares in Q2 2026, an estimated $17.8K.
- Evercore made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1633 holding.
- Bank of Montreal first reported a position in Evercore in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Evercore position peaked at $20.9M in Q2 2021.
- 667 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.