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Bartlett & Co Wealth Management’s Evercore EVR Stock Holding History

Bartlett & Co Wealth Management’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 		$13.7K Hold
40
– – ﹤0.01% 944
2026
Q1 		$12.8K Hold
40
– – ﹤0.01% 887
2025
Q4 		$13.6K Hold
40
– – ﹤0.01% 892
2025
Q3 		$13.5K Hold
40
– – ﹤0.01% 878
2025
Q2 		$10.8K Hold
40
– – ﹤0.01% 911
2025
Q1 		$7.99K Hold
40
– – ﹤0.01% 934
2024
Q4 		$11.1K Buy
+40
New +$11.3K ﹤0.01% 900

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bartlett & Co Wealth Management's EVR Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Evercore (EVR) position steady in Q2 2026 at 40 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Bartlett & Co Wealth Management first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Bartlett & Co Wealth Management held 40 shares of Evercore worth $13.7K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #944 holding.
  • Bartlett & Co Wealth Management first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.