BWA
EVR icon

Basecamp Wealth Advisors’s Evercore EVR Stock Holding History

Basecamp Wealth Advisors’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 		$35.9K Buy
105
+16
+18% +$5.47K 0.01% 635
2026
Q1 		$26.6K Buy
89
+67
+305% +$21.9K 0.01% 730
2025
Q4 		$7.49K Buy
+22
New +$7.07K ﹤0.01% 1056

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

Basecamp Wealth Advisors's EVR Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Evercore (EVR) stake by 18% in Q2 2026, buying an estimated $5.47K and bringing the position to 105 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #635.

Basecamp Wealth Advisors first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Basecamp Wealth Advisors held 105 shares of Evercore worth $35.9K as of Q2 2026.
  • Basecamp Wealth Advisors bought 16 Evercore shares in Q2 2026, an estimated $5.47K.
  • Evercore made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #635 holding.
  • Basecamp Wealth Advisors first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.