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Belpointe Asset Management’s Evercore EVR Stock Holding History

Belpointe 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
Q2 		$294K Sell
862
-133
-13% -$45.5K 0.01% 907
2026
Q1 		$297K Sell
995
-161
-14% -$52.7K 0.01% 872
2025
Q4 		$393K Sell
1,156
-59
-5% -$19K 0.01% 733
2025
Q3 		$410K Buy
1,215
+21
+2% +$6.58K 0.02% 688
2025
Q2 		$322K Buy
1,194
+125
+12% +$27.5K 0.01% 733
2025
Q1 		$214K Buy
1,069
+17
+2% +$4.24K 0.01% 841
2024
Q4 		$259K Sell
1,052
-16
-1% -$4.53K 0.02% 716
2024
Q3 		$271K Buy
+1,068
New +$254K 0.02% 700
2023
Q2 		– Sell
-1,967
Closed -$227K – 1427
2023
Q1 		$227K Buy
1,967
+938
+91% +$117K 0.01% 878
2022
Q4 		$112K Buy
+1,029
New +$107K 0.01% 1181
2021
Q3 		– Sell
-800
Closed -$112K – 1190
2021
Q2 		$112K Buy
+800
New +$112K 0.01% 1081

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Belpointe Asset Management's EVR Position: Q2 2026 in Review

Belpointe Asset Management reduced its Evercore (EVR) stake by 13% in Q2 2026, selling an estimated $45.5K and leaving 862 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #907.

Belpointe Asset Management first reported a position in EVR in Q2 2021 and has held it in 11 quarters since. The position peaked at $410K in Q3 2025. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Belpointe Asset Management held 862 shares of Evercore worth $294K as of Q2 2026.
  • Belpointe Asset Management sold 133 Evercore shares in Q2 2026, an estimated $45.5K.
  • Evercore made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #907 holding.
  • Belpointe Asset Management first reported a position in Evercore in Q2 2021 and has held it in 11 quarters since.
  • Belpointe Asset Management's Evercore position peaked at $410K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.