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EVR icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return