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Bay Harbor Wealth Management’s Evercore EVR Stock Holding History

Bay Harbor 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 		$2.73K Hold
8
– – ﹤0.01% 570
2026
Q1 		$2.39K Buy
8
+4
+100% +$1.31K ﹤0.01% 521
2025
Q4 		$1.36K Hold
4
– – ﹤0.01% 559
2025
Q3 		$1.35K Buy
4
+2
+100% +$627 ﹤0.01% 446
2025
Q2 		$540 Buy
2
+1
+100% +$220 ﹤0.01% 617
2025
Q1 		$199 Buy
+1
New +$249 ﹤0.01% 677

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

Bay Harbor Wealth Management's EVR Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Evercore (EVR) position steady in Q2 2026 at 8 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Bay Harbor Wealth Management first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Bay Harbor Wealth Management held 8 shares of Evercore worth $2.73K as of Q2 2026.
  • Bay Harbor Wealth Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Bay Harbor Wealth Management first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.