Belpointe Asset Management
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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
Q3 		– Sell
-862
Closed -$294K – 1182
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Belpointe Asset Management's EVR Position: Q3 2026 in Review

Belpointe Asset Management sold out of Evercore (EVR) in Q3 2026, closing a stake of 862 shares — an estimated $294K sold.

Belpointe Asset Management first reported a position in EVR in Q2 2021 and held it in 11 quarters. The position peaked at $410K in Q3 2025. 343 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Belpointe Asset Management reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 862 Evercore shares in Q3 2026, an estimated $294K.
  • Belpointe Asset Management first reported a position in Evercore in Q2 2021 and held it in 11 quarters.
  • Belpointe Asset Management's Evercore position peaked at $410K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.