BFIM
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Beese Fulmer Investment Management’s Evercore EVR Stock Holding History

Beese Fulmer Investment 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 		$290K Buy
850
+109
+15% +$37.3K 0.02% 307
2026
Q1 		$221K Buy
+741
New +$243K 0.01% 394
2020
Q3 		– Sell
-29
Closed -$2K – 303
2020
Q2 		$2K Buy
+29
New +$1.58K ﹤0.01% 571

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

Beese Fulmer Investment Management's EVR Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $37.3K and bringing the position to 850 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #307.

Beese Fulmer Investment Management first reported a position in EVR in Q2 2020 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Beese Fulmer Investment Management held 850 shares of Evercore worth $290K as of Q2 2026.
  • Beese Fulmer Investment Management bought 109 Evercore shares in Q2 2026, an estimated $37.3K.
  • Evercore made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #307 holding.
  • Beese Fulmer Investment Management first reported a position in Evercore in Q2 2020 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.