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BFSG LLC’s Evercore EVR Stock Holding History

BFSG LLC’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 		$10.9K Hold
32
– – ﹤0.01% 568
2026
Q1 		$9.55K Hold
32
– – ﹤0.01% 561
2025
Q4 		$10.9K Hold
32
– – ﹤0.01% 537
2025
Q3 		$10.8K Hold
32
– – ﹤0.01% 534
2025
Q2 		$8.64K Hold
32
– – ﹤0.01% 524
2025
Q1 		$6.39K Hold
32
– – ﹤0.01% 539
2024
Q4 		$8.87K Hold
32
– – ﹤0.01% 511
2024
Q3 		$8.11K Hold
32
– – ﹤0.01% 515
2024
Q2 		$6.67K Hold
32
– – ﹤0.01% 512
2024
Q1 		$6.16K Hold
32
– – ﹤0.01% 536
2023
Q4 		$5.47K Buy
+32
New +$4.63K ﹤0.01% 497

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

BFSG LLC's EVR Position: Q2 2026 in Review

BFSG LLC held its Evercore (EVR) position steady in Q2 2026 at 32 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

BFSG LLC first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • BFSG LLC held 32 shares of Evercore worth $10.9K as of Q2 2026.
  • BFSG LLC left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #568 holding.
  • BFSG LLC first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.