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Bell Investment Advisors’s Evercore EVR Stock Holding History

Bell Investment 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 		$41.7K Hold
122
– – 0.01% 307
2026
Q1 		$36.4K Buy
122
+16
+15% +$5.24K 0.01% 305
2025
Q4 		$36.1K Hold
106
– – 0.01% 297
2025
Q3 		$35.8K Sell
106
-14
-12% -$4.39K 0.01% 291
2025
Q2 		$32.4K Buy
120
+7
+6% +$1.54K 0.01% 308
2025
Q1 		$22.6K Buy
113
+3
+3% +$747 ﹤0.01% 358
2024
Q4 		$30.5K Hold
110
– – 0.01% 293
2024
Q3 		$27.9K Hold
110
– – 0.01% 327
2024
Q2 		$22.9K Hold
110
– – ﹤0.01% 368
2024
Q1 		$21.2K Hold
110
– – ﹤0.01% 369
2023
Q4 		$18.8K Hold
110
– – ﹤0.01% 370
2023
Q3 		$15.2K Sell
110
-6
-5% -$814 ﹤0.01% 378
2023
Q2 		$14.3K Sell
116
-2
-2% -$230 ﹤0.01% 393
2023
Q1 		$13.6K Hold
118
– – ﹤0.01% 397
2022
Q4 		$12.9K Buy
118
+11
+10% +$1.15K ﹤0.01% 405
2022
Q3 		$9K Buy
107
+17
+19% +$1.61K ﹤0.01% 443
2022
Q2 		$8K Buy
+90
New +$9.59K ﹤0.01% 493
2021
Q4 		$10K Sell
73
-31
-30% -$4.52K ﹤0.01% 491
2021
Q3 		$14K Buy
+104
New +$14.1K ﹤0.01% 367

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

Bell Investment Advisors's EVR Position: Q2 2026 in Review

Bell Investment Advisors held its Evercore (EVR) position steady in Q2 2026 at 122 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #307.

Bell Investment Advisors first reported a position in EVR in Q3 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Bell Investment Advisors held 122 shares of Evercore worth $41.7K as of Q2 2026.
  • Bell Investment Advisors left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #307 holding.
  • Bell Investment Advisors first reported a position in Evercore in Q3 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.