Bellevue Asset Management’s Evercore EVR Stock Holding History

Bellevue Asset 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 Q1	–	Sell	-14	Closed	-$4.76K	–	408
2025 Q4	$4.76K	Hold	14	–	–	﹤0.01%	347
2025 Q3	$4.72K	Hold	14	–	–	﹤0.01%	350
2025 Q2	$3.78K	Hold	14	–	–	﹤0.01%	374
2025 Q1	$2.8K	Hold	14	–	–	﹤0.01%	397
2024 Q4	$3.88K	Hold	14	–	–	﹤0.01%	380
2024 Q3	$3.55K	Hold	14	–	–	﹤0.01%	356
2024 Q2	$2.92K	Hold	14	–	–	﹤0.01%	375
2024 Q1	$2.7K	Hold	14	–	–	﹤0.01%	378
2023 Q4	$2.39K	Sell	14 -6	-30%	-$869	﹤0.01%	388
2023 Q3	$2.76K	Hold	20	–	–	﹤0.01%	356
2023 Q2	$2.47K	Hold	20	–	–	﹤0.01%	383
2023 Q1	$2.31K	Hold	20	–	–	﹤0.01%	399
2022 Q4	$2.18K	Hold	20	–	–	﹤0.01%	390
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	398
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	402
2022 Q1	$2K	Sell	20 -6	-23%	-$738	﹤0.01%	449
2021 Q4	$4K	Sell	26 -1	-4%	-$146	﹤0.01%	399
2021 Q3	$4K	Hold	27	–	–	﹤0.01%	413
2021 Q2	$4K	Sell	27 -3	-10%	-$419	﹤0.01%	410
2021 Q1	$4K	Sell	30 -3	-9%	-$366	﹤0.01%	456
2020 Q4	$4K	Buy	33 +7	+27%	+$623	﹤0.01%	457
2020 Q3	$2K	Hold	26	–	–	﹤0.01%	541
2020 Q2	$2K	Hold	26	–	–	﹤0.01%	533
2020 Q1	$1K	Buy	26 +13	+100%	+$871	﹤0.01%	563
2019 Q4	$1K	Buy	+13	New	+$991	﹤0.01%	491

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellevue Asset Management's EVR Position: Q1 2026 in Review

Bellevue Asset Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 14 shares — an estimated $4.76K sold.

Bellevue Asset Management first reported a position in EVR in Q4 2019 and held it in 25 quarters. The position peaked at $4.76K in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Bellevue Asset Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 14 Evercore shares in Q1 2026, an estimated $4.76K.
Bellevue Asset Management first reported a position in Evercore in Q4 2019 and held it in 25 quarters.
Bellevue Asset Management's Evercore position peaked at $4.76K in Q4 2025.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.