BC
EVR icon

Bayforest Capital’s Evercore EVR Stock Holding History

Bayforest Capital’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 		$77.5K Sell
227
-866
-79% -$296K 0.07% 499
2026
Q1 		$326K Buy
1,093
+463
+73% +$152K 0.37% 26
2025
Q4 		$214K Buy
+630
New +$202K 0.16% 262
2025
Q2 		– Sell
-2,005
Closed -$400K – 800
2025
Q1 		$400K Buy
+2,005
New +$500K 0.17% 219

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

Bayforest Capital's EVR Position: Q2 2026 in Review

Bayforest Capital reduced its Evercore (EVR) stake by 79% in Q2 2026, selling an estimated $296K and leaving 227 shares worth $77.5K. The position accounts for 0.07% of the portfolio, ranked #499.

Bayforest Capital first reported a position in EVR in Q1 2025 and has held it in 4 quarters since. The position peaked at $400K in Q1 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Bayforest Capital held 227 shares of Evercore worth $77.5K as of Q2 2026.
  • Bayforest Capital sold 866 Evercore shares in Q2 2026, an estimated $296K.
  • Evercore made up 0.07% of Bayforest Capital's portfolio in Q2 2026, its #499 holding.
  • Bayforest Capital first reported a position in Evercore in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's Evercore position peaked at $400K in Q1 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.