BWL
EVR icon

Bogart Wealth LLC’s Evercore EVR Stock Holding History

Bogart Wealth 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 		$5.46K Buy
16
+1
+7% +$342 ﹤0.01% 1179
2026
Q1 		$4.48K Buy
15
+6
+67% +$1.97K ﹤0.01% 1090
2025
Q4 		$3.06K Hold
9
– – ﹤0.01% 1102
2025
Q3 		$3.04K Hold
9
– – ﹤0.01% 1070
2025
Q2 		$2.43K Buy
9
+3
+50% +$660 ﹤0.01% 1067
2025
Q1 		$1.2K Sell
6
-6
-50% -$1.5K ﹤0.01% 1155
2024
Q4 		$3.33K Buy
+12
New +$3.4K ﹤0.01% 987
2023
Q1 		– Sell
-58
Closed -$6.33K – 1138
2022
Q4 		$6.33K Buy
+58
New +$6.05K ﹤0.01% 625

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's EVR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Evercore (EVR) stake by 6.7% in Q2 2026, buying an estimated $342 and bringing the position to 16 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Bogart Wealth LLC first reported a position in EVR in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.33K in Q4 2022. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Bogart Wealth LLC held 16 shares of Evercore worth $5.46K as of Q2 2026.
  • Bogart Wealth LLC bought 1 Evercore share in Q2 2026, an estimated $342.
  • Evercore made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1179 holding.
  • Bogart Wealth LLC first reported a position in Evercore in Q4 2022 and has held it in 8 quarters since.
  • Bogart Wealth LLC's Evercore position peaked at $6.33K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.