Bare Financial Services’s Evercore EVR Stock Holding History

Bare Financial Services’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 Q2	$683	Hold	2	–	–	﹤0.01%	1529
2026 Q1	$597	Buy	+2	New	+$655	﹤0.01%	1443

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bare Financial Services's EVR Position: Q2 2026 in Review

Bare Financial Services held its Evercore (EVR) position steady in Q2 2026 at 2 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Bare Financial Services first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Bare Financial Services held 2 shares of Evercore worth $683 as of Q2 2026.
Bare Financial Services left its Evercore share count unchanged in Q2 2026.
Evercore made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1529 holding.
Bare Financial Services first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.